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Network origin in Tony Cottone first degree
Entity | Entity type | Industry | |
---|---|---|---|
Forefront Wealth Management, Inc.
![]() Forefront Wealth Management, Inc. Investment ManagersFinance Forefront Wealth Management, Inc. (Forefront) is an independent registered investment advisor and wealth management firm headquartered in Malvern, Pennsylvania. The firm was founded by Carl Schultz in 2018. Forefront manages investment portfolios for individuals, high net worth individuals, trusts, businesses and institutions.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tony Cottone via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Portfolio Manager-Equities | |
Advest, Inc. (New York)
![]() Advest, Inc. (New York) Investment ManagersFinance Part of Bank of America Corp., Advest, Inc. is a company based in Brooklyn, NY that provides investment advice. | Investment Managers | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 4 |
Sectoral
Finance | 4 |
Operational
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
President | 1 |
Portfolio Manager-Equities | 1 |
Most connected contacts
Insiders | |
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Carl Schultz | 4 |
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