# Anthony D'Aloise

> Anthony D'Aloise is a fee-only financial advisor at Riverside Capital Wealth in Lewiston, New York. Riverside Capital Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/anthony-d-aloise/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Riverside Capital Wealth
- **Based in:** Lewiston, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $4.2M across 70 accounts
- **CRD:** 7449706 (https://adviserinfo.sec.gov/individual/summary/7449706)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2021), Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Anthony D'Aloise a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Riverside Capital Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anthony charge for financial advice?

Anthony's firm, Riverside Capital Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Anthony D'Aloise based?

Anthony D'Aloise is based in Lewiston, New York.

### Is Anthony D'Aloise registered with the SEC?

Yes. Anthony D'Aloise is registered as an investment adviser representative in NY (CRD 7449706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Riverside Capital Wealth manage?

Riverside Capital Wealth reports $4.2M across 70 accounts in assets under management.

### How do I contact Anthony D'Aloise?

Contact details aren't on file yet. Search for Riverside Capital Wealth.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7449706): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.