Visconti & Associates, a Financial Services LLC

Public-record details

Address

155 Pompton Ave, Suite 203-1, Verona, NJ 07044

Phone

(201) 659-8852

Listed under

Financial planning, % of assets managed

Legal name

Gregory M Visconti

CRD number

129478

Registration

State registered: NJ

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$24.9 million

Accounts managed

242

Clients reported (Form ADV 5.D)

163

Individual / high-net-worth clients

155 / 3

Employees

2

Other business activities (Form ADV 6.A)

Also active as: real estate broker/agent, insurance broker or agent

Disclosures reported on Form ADV

Yes — see IAPD for details

Latest Form ADV filing

2025-08-08

State registered (NJ) investment adviser, CRD 129478, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 129478 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.