CHUISANO AND ALBERT, L.L.C.

RIASEC Registered
Total AUM
$15M
Discretionary
$0
0% of AUM
Avg account
$405K
Accounts
37
Employees
1
Advisory reps
1

Firm details

Headquarters
OLD BRIDGE, New Jersey
CRD number
123358
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Chuisano And Albert, L.L.C. is a small, independent registered investment advisor that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as a limited liability company owned by an individual and uses a mix of fee arrangements (percentage of AUM, hourly and fixed fees), which indicates flexibility to serve smaller, hands-on relationships as well as ongoing advisory mandates. Investment activity is concentrated in publicly traded equities and exchange-traded products. The firm does not identify as an active ESG investor, and it is not positioned as a pension consultant or multi-state adviser. Its advisory scope is straightforward: ongoing financial planning and tailored portfolio management rather than institutional or large-family office services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • JOSEPH CHUISANO

    PresidentCRD 4607262

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OLD BRIDGE, NJ

MIDDLESEX

Location

OLD BRIDGE, NJ

Headquartered in OLD BRIDGE, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MIDDLESEX
Address
2 Willow Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth