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RD

Robert Dicostanzo

Some features on this profile are disabled
CRD#: 2119630
RD

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Dicostanzo was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1991. Robert had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 14, 2024 - December 31, 2024

BISON WEALTH, LLC

RIA
CRD#: 165931
Allendale, NJ
Past

December 19, 2018 - December 15, 2023

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
NEW YORK, NY
Past

September 12, 2002 - February 16, 2007

PGIM INVESTMENTS LLC

RIA
CRD#: 105670
NEWARK, NJ
Past

July 29, 2002 - February 16, 2007

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

June 14, 2001 - July 2, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 24, 2000 - June 21, 2001

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

June 11, 1998 - February 25, 2000

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

October 24, 1996 - April 14, 1998

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

April 22, 1996 - October 3, 1996

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 8, 1991 - September 26, 1991

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ
Past

March 14, 1991 - July 16, 1991

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 2/22/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/26/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/19/2001
General Securities Principal Examination

Current Firm

BW
BISON WEALTH, LLC
BISON WEALTH, LLC | SERVE AND PROTECT FINANCIAL | QTR FAMILY WEALTH | PARALLEL FINANCIAL PARTNERS, LLC | LAKEVIEW INSTITUTIONAL WEALTH | LAKEVIEW CAPITAL PARTNERS, LLC | LAKEVIEW CAPITAL MANAGEMENT, LLC | CAPITAL DEFENDER WEALTH MANAGEMENT

CRD#: 165931 / SEC#: 801-78287

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Contact information

Main Address
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
Mailing Address
Phone number
(404) 841-2224
Established
Firm type
Fiscal year end
# of Employees
47

Documents

Latest Form ADV

Part 2 Brochures

BISON WEALTH FORM ADV PART 2A (3/29/2024)

Regulatory assets under management

Total Number of Accounts4,347
AUM (Assets Under Management)$ 1,605,442,799

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

BISON WEALTH, LLC

CRD#: 165931

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