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Brian Abbondandolo

Investment Adviser Representative at Abbondandolo Wealth Management Corp

Glen Cove, NYCRD #6255377Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brian Abbondandolo is an investment adviser representative with Abbondandolo Wealth Management Corp in Glen Cove, NY, where they have been registered since 2015, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Connecticut and New York.

Office

220b Glen Cove Ave
Glen Cove, NY 11542

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut, New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/15/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Abbondandolo Wealth Management CorpCurrent
1/23/2015 – Glen Cove, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Abbondandolo & Company Cpa's LLP
    Jan 2010 – no end date reportedGlen Cove, NY
  2. Abbondandolo Wealth Management Corp
    Jan 2015 – no end date reportedGlen Cove, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Abbondandolo Wealth Management Corp

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$100,000 (waivable)
Firm's annual rate schedule by assets
  • First $1,000,0001.00%
  • $1,000,001 - $2,000,0000.90%
  • $2,000,001 - $3,000,0000.80%
  • $3,000,001 - $4,000,0000.70%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning, retirement planning, tax planning, asset management, and planning for business owners.

Portfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Investment ManagementWealth PlanningRetirement PlanningTax PlanningAsset ManagementBusiness Owner PlanningFinancial PlanningCPA

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Glen Cove, NY
Founded:
1997
SEC file number:
801-79209

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 24, 2026

View full firm profile

Other advisors at Abbondandolo Wealth Management Corp

2 other advisors in the directory

View Abbondandolo Wealth Management Corp firm profile

Similar advisors in Glen Cove, NY

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Abbondandolo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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