Vito Abbondandolo

ABBONDANDOLO WEALTH MANAGEMENT CORP

Glen Cove, NY 11542

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CRD#: 2915697

Professional summary

Vito Abbondandolo, CIMA®, CPWA® is a registered financial advisor currently at ABBONDANDOLO WEALTH MANAGEMENT CORP located in Glen Cove, New York.

Vito is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Vito has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) VITO ABBONDANDOLO, CPA, 21 CEDAR SWAMP ROAD, GLEN COVE, NY 11542, NON INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vito Abbondandolo's CRS (Customer Relationship Summary).

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®

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2015-11-10

Expire date: 2024-08-31

Experience

Current

March 4, 2014 - Present

ABBONDANDOLO WEALTH MANAGEMENT CORP

Office #1: 220b Glen Cove Ave, Glen Cove, NY 11542

RIA

CRD#: 168081

Glen Cove, NY

Past

March 21, 2012 - July 24, 2014

NPA ASSET MANAGEMENT, LLC

RIA

CRD#: 131534

FAIR LAWN, NJ

Past

June 10, 2002 - July 24, 2014

NATIONWIDE PLANNING ASSOCIATES INC.

CRD#: 31029

GLEN COVE, NY

Past

October 6, 1997 - June 7, 2002

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

HOLBROOK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ABBONDANDOLO WEALTH MANAGEMENT CORP

CRD#: 168081 / SEC#: 801-79209

RIA

Registered Investment Advisory firm - (2/18/2014 Approved)

New York

Registered Investment Advisory firm - (2/25/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Connecticut
(3/4/2014)

IAR

New York
(8/17/2021)

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: 10/27/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/22/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/3/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ABBONDANDOLO WEALTH MANAGEMENT CORP

CRD#: 168081 / SEC#: 801-79209

RIA

Registered Investment Advisory firm - (2/18/2014 Approved)

New York

Registered Investment Advisory firm - (2/25/2014 Terminated)

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Contact information

Main Address

220b Glen Cove Ave, Glen Cove, NY 11542

Mailing Address

Phone number

(516) 674-9229

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/27/2025)

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 98,219,545

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.

Contact information

xxxxx@xxxx.xxx

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Vito Abbondandolo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vito Abbondandolo's CRS (Customer Relationship Summary).

Certified licenses

Experience

NPA ASSET MANAGEMENT, LLC

NATIONWIDE PLANNING ASSOCIATES INC.

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ABBONDANDOLO WEALTH MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/27/2011

Series 63

Date: 10/22/1997

Series 6

Date: 10/3/1997

Current Firm

ABBONDANDOLO WEALTH MANAGEMENT CORP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABBONDANDOLO WEALTH MANAGEMENT CORP

TRUST BUT VERIFY

Contact information

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