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Stephen Pedicini

Advisor at AlphaCore Capital LLC

Updated today

Location

Port Washington, NY

Credentials

CFP®, Series 66

Industry experience

21 years

About

Stephen Pedicini is a CFP® professional with 21 years of industry experience, currently serving at AlphaCore Capital LLC since 2024. His prior roles include positions at Valley Wealth Managers, Inc., TD Ameritrade, and Federated Securities Corp. AlphaCore Capital LLC is an independent wealth advisory firm catering to individuals, high-net-worth clients, entities, and institutional investors. The firm offers investment management, comprehensive financial planning, tax preparation, retirement plan advisory, and trustee services, utilizing multi-asset portfolios that incorporate traditional and alternative strategies.

Client services

Based on AlphaCore Capital LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Institutional consulting and client servicing

Expertise

Based on AlphaCore Capital LLC

Private / alternative investments Wealth management Retirement income strategy General tax planning

Occupation focus

Based on AlphaCore Capital LLC

Executive Founder/Business Owner

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Fee options

Fixed

Financial planning services only charged as negotiated fixed or flat fee in advance; Institutional consulting services typically charged as negotiated flat fees, sometimes quarterly.

Percentage

$0 - $1,250,000: 1.50% $1,250,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Subscriptions

Subscription service standard fee up to 0.20% annually of assets invested in models, billed quarterly in arrears

Other

Account minimum: $1,000,000 Minimum fee: Institutional sub-advisory services have a minimum quarterly fee of $1,250; Institutional Model Portfolio & Research Subscription service has a minimum quarterly fee of $5,000 (both subject to waiver or reduction by AlphaCore).

Location

Port Washington, NY

Most active in

Connecticut · New York

Work history

AlphaCore Capital, LLC

2024 - Present (2 years)

Valley Wealth Managers, Inc.

2018 - 2024 (6 years)

TD ameritrade

2017 - 2018 (1 year)

Federated Securities Corp.

2010 - 2017 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Zachary H

Series 65

Brooklyn, NY

Hilty Wealth Management LLC

Zachary Hilty is the sole advisor at Hilty Wealth Management LLC in Brooklyn, NY, with two years of industry experience. He holds a Series 65 credential and has worked in talent development and photography roles at the Billy Farrell Agency alongside his advisory practice. Hilty Wealth Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses primarily on equities, exchange-traded funds, and equity options strategies, using both fundamental and technical analysis within documented client risk frameworks.

Options & derivatives strategies
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Deirdre S

CFP®

Mamaroneck, NY

Sparrow Wealth Management

Deirdre Smith is a CFP® professional with experience at Capital Group, Elodie Wealth, and Sparrow Wealth Management, where she has worked since 2025. She is based in Mamaroneck, NY. Sparrow Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary investment management and financial planning. The firm’s approach combines asset allocation based on Modern Portfolio Theory and fundamental analysis, blending passive and active investments while incorporating tax considerations and ESG screens upon client request.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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John W

CFP®, Series 66

Yonkers, NY

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John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Wealth management Passive / index investing General retirement planning
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Syed H

Series 65

Rego Park, NY

Prudent Investment Advisors, Inc.

Syed Haque is a financial advisor at Prudent Investment Advisors, Inc. with 13 years of industry experience and a Series 65 credential. He has been a practicing CPA since 1989 and operates his accounting practice independently alongside his advisory role. Prudent Investment Advisors, Inc. is an independent firm managing approximately $7.4 million in discretionary assets for individuals, retirement accounts, and charitable organizations. The firm employs a combination of fundamental and technical analysis to manage a small, concentrated client base primarily on a discretionary basis.

Active portfolio management
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Javier R

Series 63, Series 66

Brooklyn, NY

Hillstrong

Javier Ryzowy is an investment advisor with Hillstrong, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at J.P. Morgan Securities Inc. for over two decades and has been involved with Hillstrong LLC since 2024. Outside of his advisory work, he serves as managing member of Hudson RE Holdings LLC, a dormant real estate holding company. Hillstrong is a New York-registered investment adviser that provides discretionary portfolio management primarily for institutions and pooled vehicles, with services also available to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using a range of investment tools, including listed securities, options, fixed income, variable insurance products, and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive
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David F

Series 63, Series 65

Englewood Cliffs, NJ

Malvern Ridge Wealth Management

David Frazier is a financial advisor with Malvern Ridge Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, PRUCO Securities, and The Prudential Insurance Company of America. Outside of advising, he is involved in medical practice consulting, operates an art studio, and works in various insurance brokerage roles. Malvern Ridge Wealth Management is an independent firm managing approximately $6.9 million for about 21 clients. The firm offers tailored investment management and financial planning services, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs, complemented by periodic account reviews and the option for discretionary management.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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