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Vittorio Fratta

Cedar Wealth Management

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About Vittorio Fratta

Vittorio Fratta is a registered Investment Advisor Representative with Cedar Wealth Management. Vittorio is also a Chartered Financial Analyst. Vittorio's background includes experience with Eubel Brady & Suttman Asset Management, Inc. in Dayton, Ohio. Vittorio holds the Series 7 General Securities Representative Exam license.

Firm Information

Vittorio Fratta is currently registered with Cedar Wealth Management. Cedar Wealth Management is a registered investment advisor headquartered in Walnut Creek, California. They provide financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and family partnerships. The firm manages approximately $357,645,726 in regulatory assets under management.
Cedar Wealth Management

1990 NORTH CALIFORNIA BLVD, 8TH FLOOR

WALNUT CREEK, CA 94596

$357.65M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Vittorio Fratta’s Registration & Firm History

CA

02/09/2016 - Present

Cedar Wealth Management (Walnut Creek CA)

NJ

08/24/2005 - 09/28/2005

PHOENIX SECURITIES, INC. (HILLSIDE NJ)

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Licenses & Designations

BC

Issued 08/23/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vittorio Fratta.
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