Joseph Pecoraro
Forza Wealth Advisory Services · Penfield, New York
Joseph Pecoraro is a fee-only financial advisor at Forza Wealth Advisory Services in Penfield, New York. Forza Wealth Advisory Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Forza Wealth Advisory Services |
|---|---|
| Based in | Penfield, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $957K across 4 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6643629 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Joseph's firm compares
- Forza Wealth Advisory Services's average account is about $239,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Joseph
Is Joseph Pecoraro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Forza Wealth Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Forza Wealth Advisory Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joseph Pecoraro based?
Joseph Pecoraro is based in Penfield, New York.
Is Joseph Pecoraro registered with the SEC?
Yes. Joseph Pecoraro is registered as an investment adviser representative in NY (CRD 6643629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forza Wealth Advisory Services manage?
Forza Wealth Advisory Services reports $957K across 4 accounts in assets under management.
How do I contact Joseph Pecoraro?
Contact details aren't on file yet. Search for Forza Wealth Advisory Services.
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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