Daniel F. Sciortino

FIG TREE WEALTH MANAGEMENT LLC

Mountainside, NJ 07092

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CRD#: 6001416

Professional summary

Daniel Fernando Sciortino, ChFC® is a registered financial advisor currently at FIG TREE WEALTH MANAGEMENT LLC located in Mountainside, New Jersey.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daniel has worked at 4 firms and has passed the Series 63, SIE, Series 7 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) Owner and sole proprietor dba Fig Tree Stewardship, 250 Knollcrest Rd Mountainside NJ 07092, started April 2020, Book publishing and education on biblical stewardship, 8 hours per month, 1 hour during trading hours, Selling books and general education, No investments and no direct financial advice 2) Godwit Coffee LLC, Not investment related, 250 Knollcrest Road Mountainside, NJ 07092, Coffee roastery focused on charity, Member/Owner, Member/Owner/Business Admin, 10/22/21, 8 hours per month, 1 hour per month during trading hours, Business administration 3) Independent insurance agent, 250 Knollcrest Road Mountainside, NJ 07092.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Fernando Sciortino'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

March 1, 2022 - Present

FIG TREE WEALTH MANAGEMENT LLC

Office #1: 1199 Us 22, Mountainside, NJ 07092

RIA

CRD#: 319194

Mountainside, NJ

Past

June 7, 2019 - May 23, 2022

KENSINGTON FINANCIAL ADVISORS LLC

RIA

CRD#: 136346

FLORHAM PARK, NJ

Past

August 17, 2015 - May 31, 2019

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Past

December 2, 2011 - June 8, 2015

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

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 Jersey
(3/3/2022)

IAR

Pennsylvania
(4/18/2022)

IAR

Texas
(3/1/2022)

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

Series 63

Date: 3/3/2014

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: 2/24/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/30/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIG TREE WEALTH MANAGEMENT LLC

CRD#: 319194 / SEC#:

New Jersey

Registered Investment Advisory firm - (3/3/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/18/2022 Approved)

Texas

Registered Investment Advisory firm - (2/24/2022 Conditional Restricted)

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Contact information

Main Address

1199 Us 22, Mountainside, NJ 07092

Mailing Address

Phone number

(973) 805-6939

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	210
AUM (Assets Under Management)	$ 24,212,768

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.

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Daniel F. Sciortino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Fernando Sciortino's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIG TREE WEALTH MANAGEMENT LLC

KENSINGTON FINANCIAL ADVISORS LLC

FORESTERS FINANCIAL SERVICES, INC.

NYLIFE DISTRIBUTORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/3/2014

SIE

Date: 10/1/2018

Series 7

Date: 2/24/2015

Series 6

Date: 11/30/2011

Current Firm

FIG TREE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIG TREE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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