Alfonso L. Vigliotti

US WEALTH MANAGEMENT ADVISORS

New York, NY

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CRD#: 2859761

Professional summary

Alfonso Lucio Vigliotti MR., who also goes by Alfonso Lucio VIgliotti, Alfonso Vigliotti, is a registered financial advisor currently at US WEALTH MANAGEMENT ADVISORS, LLC located in New York, New York.

Alfonso is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Alfonso has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alfonso Lucio Vigliotti | Alfonso Vigliotti

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.

WEALTH MANAGEMENT CENTERS, LLC Investment Related - No Address - 8410 Idlewood Ct, Lakewood Ranch FL 34202 Nature - General business consulting Position/Title - Founder and President Date - January 2003 Hours/Month - 80/month Duties - Provide business clients with general consulting services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfonso Lucio Vigliotti MR.'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

June 28, 2023 - Present

US WEALTH MANAGEMENT ADVISORS, LLC

RIA

CRD#: 327223

New York, NY

Past

April 9, 2024 - May 5, 2025

LIBERTY ASSOCIATES, INC.

CRD#: 15071

NEW YORK, NY

Past

February 26, 2023 - June 6, 2023

LIBERTY ASSOCIATES, INC.

CRD#: 15071

NEW YORK, NY

Past

October 22, 2019 - December 16, 2021

US WEALTH MANAGEMENT ADVISORS

RIA

CRD#: 304346

NEW YORK, NY

Past

January 3, 2019 - December 31, 2021

LIBERTY ASSOCIATES, INC.

CRD#: 15071

NEW YORK, NY

Past

February 26, 2015 - December 31, 2018

TRADINGBLOCK

CRD#: 128605

Bradenton, FL

Past

November 30, 2012 - February 26, 2015

MODERN CAPITAL ADVISORS, LLC

RIA

CRD#: 131117

BRADENTON, FL

Past

October 18, 2012 - February 25, 2015

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390

BRADENTON, FL

Past

December 1, 2010 - October 18, 2012

MAXIM GROUP LLC

CRD#: 120708

NEW YORK, NY

Past

October 20, 2008 - December 7, 2010

NEWBRIDGE SECURITIES CORPORATION

CRD#: 104065

BRADENTON, FL

Past

January 6, 2004 - October 24, 2008

WALLSTREET*E FINANCIAL SERVICES, INC.

CRD#: 43896

NEW YORK, NY

Past

July 29, 2003 - December 31, 2010

WEALTH MANAGEMENT CENTERS, LLC

RIA

CRD#: 126879

BRADENTON, FL

Past

October 23, 2002 - December 11, 2003

MAXIM GROUP LLC

CRD#: 120708

NEW YORK, NY

Past

June 1, 1999 - October 23, 2002

HAPOALIM SECURITIES USA, INC.

CRD#: 266

NEW YORK, NY

Past

November 17, 1998 - June 1, 1999

STUART, COLEMAN & CO., INC.

CRD#: 8642

NEW YORK, NY

Past

March 12, 1997 - November 23, 1998

GKN SECURITIES CORP.

CRD#: 19415

NEW YORK, NY

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
(6/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/26/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/11/1997

General Securities Representative Examination

Current Firm

US WEALTH MANAGEMENT ADVISORS, LLC

CRD#: 327223 / SEC#:

New York

Registered Investment Advisory firm - (6/28/2023 Approved)

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Contact information

Main Address

New York, NY

Mailing Address

Phone number

(212) 213-0025

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Firm Stability Insights

Alfonso L. Vigliotti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfonso Lucio Vigliotti MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

LIBERTY ASSOCIATES, INC.

LIBERTY ASSOCIATES, INC.

US WEALTH MANAGEMENT ADVISORS

LIBERTY ASSOCIATES, INC.

TRADINGBLOCK

MODERN CAPITAL ADVISORS, LLC

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

MAXIM GROUP LLC

NEWBRIDGE SECURITIES CORPORATION

WALLSTREET*E FINANCIAL SERVICES, INC.

WEALTH MANAGEMENT CENTERS, LLC

MAXIM GROUP LLC

HAPOALIM SECURITIES USA, INC.

STUART, COLEMAN & CO., INC.

GKN SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/2003

Series 63

Date: 3/20/1997

SIE

Date: 10/1/2018

Series 7

Date: 3/11/1997

Current Firm

US WEALTH MANAGEMENT ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

US WEALTH MANAGEMENT ADVISORS, LLC

TRUST BUT VERIFY

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