Scamardo Financial LLC

Overview

Scamardo Financial LLC is an independent registered investment adviser organized as a limited liability company with individual ownership and a client focus on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mixes a percentage-of-assets model with hourly and fixed fees, suggesting flexibility for clients who prefer either ongoing asset-based relationships or project-based engagements. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. Available disclosures indicate the adviser operates on a single-state basis rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives