Carlo
Scanni

Tsg Alpha Partners, LLC

CRD#2034810
Investment Advisor
in Ronkonkoma, NY

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About this Advisor

Carlo Scanni is a financial advisor based in Ronkonkoma, New York, working with Tsg Alpha Partners, LLC. Carlo has previously held positions at Icd Securities Inc, Susa Academy, Concordia International, Liberty Moving & Storage, Abg Services Inc, The Spaventa Group, Tsg Alpha Partners, and Tsg Secondaries Gp, LLC. Carlo has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Carlo is part of Tsg Alpha Partners, LLC, which operates out of Ronkonkoma, New York. The firm has 1 office and 7 employees. The firm manages assets totaling $75.4 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Tsg Alpha Partners, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

3275 Veterans Memorial Highway Suite B9
Ronkonkoma, NY 11779

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Tsg Alpha Partners, LLC Brokerage Details

Total Assets Under Management

$75,424,005

NY Average: $7,464,549,021
Total Number of Employees

7

NY Average: 88
Total Number of Accounts

96

NY Average: 3,892
Average Account Size

$785,667

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Carlo Scanni Work History

2022 - Present (3 years)

Tsg Alpha Partners

2023 - 2024 (1 year)

Tsg Secondaries Gp, LLC

2021 - 2023 (2 years)

The Spaventa Group

2017 - 2020 (3 years)

Icd Securities Inc

2017 - 2020 (3 years)

Abg Services Inc

2016 - 2021 (5 years)

Susa Academy

2015 - 2016 (1 year)

Concordia International

2014 - 2015 (1 year)

Liberty Moving & Storage

Disclosures

Please visit the SEC profile of Carlo Scanni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tsg Alpha Partners, LLC

Louis Cuomo
Ronkonkoma, NY
Steven Pusterla
Linden, NJ
Andrew Spaventa
Ronkonkoma, NY
Carlo Scanni
Ronkonkoma, NY
Patrick Ferraro
Ronkonkoma, NY
Lon Faccini
Ronkonkoma, NY
Emanuel Corallo
Wesley Chapel, FL

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