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Frank E. Riggio

PROSUS WEALTH MANAGEMENT
New York, NY 10005
Some features on this profile are disabled
CRD#: 1590910
FR

Professional summary


Frank Edward Riggio, who also goes by Frank E Riggio, is a registered financial advisor currently at PROSUS WEALTH MANAGEMENT located in New York, New York.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Frank has worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Frank E Riggio

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Riggio, Managing Member of our Firm, in his personal capacity, holds the New York State Life and Health Insurance License under CPS Insurance. He will not actively facilitate sales of insurance products. From time to time, Mr. Riggio will recommend insurance products to the Firm's financial planning clients as part of their financial plans. As an insurance agent, Mr. Riggio receives commissions and other related revenues from various insurance companies whose products he sells. Commissions generated by insurance sales do not offset regular advisory or financial planning fees. The causes a conflict of interest in recommending certain products of various insurance companies, as Mr. Riggio would collect commission from insurance companies in addition to advisory or financial planning fees and is therefore incentivized to recommend insurance products that may not necessarily be in the best interests of the Firm's clients. Our Firm's investment recommendations will always be in the client's best interest.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Frank Edward Riggio's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 21, 2021 - Present

PROSUS WEALTH MANAGEMENT

Office #1: 30 Wall Street 8th Floor, New York, NY 10005
RIA
CRD#: 312172
New York, NY
Past

June 30, 2011 - February 22, 2017

INVESTACORP, INC.

BD
CRD#: 7684
NEW YORK, NY
Past

June 23, 2008 - July 14, 2011

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

February 6, 2004 - April 8, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
BREWSTER, NY
Past

May 1, 2002 - December 4, 2003

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

January 12, 2001 - May 1, 2002

DIME SECURITIES, INC.

BD
CRD#: 28955
BROOKLYN, NY
Past

August 28, 2000 - January 17, 2001

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

September 18, 1996 - March 13, 2000

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

September 6, 1996 - September 18, 1996

CHEMICAL INVESTMENT SERVICES CORP.

BD
CRD#: 36312
Past

November 21, 1995 - August 28, 1996

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 21, 1995 - August 28, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

January 24, 1994 - January 2, 1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

January 24, 1994 - January 2, 1996

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

February 2, 1993 - May 15, 1993

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

April 2, 1990 - November 4, 1992

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 26, 1988 - April 16, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 10, 1987 - August 24, 1988

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

September 10, 1987 - January 1, 1988

STEINBERG & LYMAN

BD
CRD#: 15704

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(7/21/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/3/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PW
PROSUS WEALTH MANAGEMENT
PROSUS CAPITAL PARTNERS, LLC | PROSUS WEALTH MANAGEMENT, LLC | PROSUS WEALTH MANAGEMENT

CRD#: 312172 / SEC#:

New York
Registered Investment Advisory firm - (7/21/2021 Approved)
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Contact information


Main Address
30 Wall Street 8th Floor, New York, NY 10005
Mailing Address
Phone number
(212) 709-8175
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts20
AUM (Assets Under Management)$ 8,145,555

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PROSUS WEALTH MANAGEMENT

CRD#: 312172New York, NY 10005

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Contact information


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