FORTE ADVISORY SERVICES,LLC
Legal name: PIANO WEALTH MANAGEMENT
CRD #317854 SEC #801-129483 VICTOR, NY (585) 204-0001
SEC Registered
Total AUM
$44.3M
Discretionary
$44.3M
Employees
1
Clients
0
Accounts
114
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PIANO, DAVID, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PIANO, DAVID, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PIANO, DAVID, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PIANO, DAVID, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PIANO, DAVID, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 7, 2025 REGISTERED
Notice Filings (1)
NY
Address
600 FISHERS STATION DRIVEVICTOR, NY 14564
United States
Phone: (585) 204-0001