Anthony D'Aloise
Riverside Capital Wealth · Lewiston, New York
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.
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Facts
| Firm | Riverside Capital Wealth |
|---|---|
| Based in | Lewiston, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $4.2M across 70 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7449706 |
| Exams passed | Series 63 (2021) · Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Anthony's firm compares
- Riverside Capital Wealth's average account is about $60,000, from its Form ADV (assets managed divided by 70 accounts).
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Questions about Anthony
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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