Investment adviser representative · Imperative Wealth Planning
Frederick G. Costantino Jr.
CRD 3129677 · Johnson City, NY
At a glance
Frederick G. Costantino Jr. is an investment adviser representative with Imperative Wealth Planning in Johnson City, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Frederick’s SEC record dates to 2010, about 16 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Imperative Wealth PlanningSince July 2026Johnson City, NY · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Frederick’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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