Avanti Wealth Management, LLC is an independent fiduciary Registered Investment Adviser and holistic retirement planning firm located on Crown Oak Centre Drive in Longwood, Seminole County, Florida. Founded and led by Managing Partner Joseph ("Joe") J. Bilello, ChFC®, CKA®, CEP®, CFF® alongside Co-Founder and Chief Administrative Officer Leisa Bilello, the firm serves retirees, pre-retirees, and families across Longwood, Altamonte Springs, Lake Mary, and Casselberry with retirement income engineering, AvantiPRO tax coordination, Chartered Estate Planner™ (CEP®) legacy structuring, and institutional custody through Charles Schwab.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Avanti Wealth Management, LLC); FINRA BrokerCheck Profile (Joseph J. Bilello, ChFC®, CEP®, CKA®); Avanti Wealth Management Official Website
Issuer: State of Florida / SEC (Avanti Wealth Management, LLC & G.A. Repple & Company)
Notes: Avanti Wealth Management, LLC (Firm CRD #137322) is an independent Registered Investment Adviser in Longwood, FL; additional securities and investment advisory services offered through SEC-registered G.A. Repple & Company (CRD #17486, SEC File #801-63426).
Issuer: The American College / NICEP / FINRA / SEC IAPD
Notes: Founded and led by Managing Partner Joseph ('Joe') J. Bilello, ChFC®, CKA®, CEP®, CFF® (Individual CRD #1867755, advising clients since 1988), holding the Chartered Financial Consultant®, Chartered Estate Planner™, Certified Kingdom Advisor®, and Certified Financial Fiduciary® designations.
Factual details and direct answers about Avanti Wealth Management, LLC's services, licensing, and credentials.
What professional credentials does founder Joe Bilello hold at Avanti Wealth Management in Longwood?
Founder and Managing Partner Joseph J. Bilello (CRD #1867755) holds the Chartered Financial Consultant® (ChFC®), Chartered Estate Planner™ (CEP®), Certified Kingdom Advisor® (CKA®), and Certified Financial Fiduciary® (CFF®) designations with more than 35 years of advisory experience.
How is Avanti Wealth Management registered and where are client assets custodied?
Avanti Wealth Management, LLC is a Registered Investment Adviser (CRD #137322) utilizing Charles Schwab for institutional asset custody, with additional brokerage and SEC-registered advisory access through Casselberry-based G.A. Repple & Company (CRD #17486, SEC File #801-63426).
Where is Avanti Wealth Management located in Seminole County?
The firm's office is located just off State Road 434 at 110 Crown Oak Centre Drive, Longwood, Florida 32750.
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