Thomas G. Minigiello, Jr., CFP®








Designations & Licenses
CERTIFIED FINANCIAL PLANNER™, 1989
New York, New Jersey and Florida State Life, Health and Variable Insurance Licensed
FINRA Registrations:
FINRA Series 6, 7, 22, and 63 securities registrations as a Registered Representative and Investment Adviser Representative with/and offering securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.


Business Experience
1997 - Present:
Financial Advisor | Owner
Crossbridge Financial Group LLC
Rochester, NY

1984 - 1997:
Senior Financial Advisor
American Express Financial Advisors, Inc.
Rochester, NY

Professional Contributions
Co-Host: The Crossbridge Financial Hour (weekly radio show on 1180 WHAM)
Co-Chair: O'Chocolat!, a charitable fundraiser sponsored by Crossbridge Financial Group

Community Service
Lolipop Farm Board of Directors

Education and Training
St. Peter's College, BS, 1977
Strict adherence to continuing education requirements of the CFP® Board to stay current with developments in the financial planning profession and better serve clients.

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