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RIA / WealthAdvisorCertified Financial Planner27 years in industry

FREDERICK GENE COSTANTINO

Advisor at IMPERATIVE WEALTH PLANNING

ENDWELL, NY

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Search this name across graphsid dfx:ria:67c3a3c1-a6da-577c-848e-620eadf097f7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 13, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IMPERATIVE WEALTH PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 7, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 7, 1998
First registration: Oct 13, 2010
Dual registered: no
Other names: Fred COSTANTINO|FRED GENE COSTANTINO
IAPD individual key: 3129677

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IMPERATIVE WEALTH PLANNING	State registered	Jul 24, 2026	n/a	yes	ENDWELL, NY	Current employment
S.E.E.D. PLANNING GROUP, LLC	Independent wealth	Jun 16, 2021	Jan 16, 2026	no	BINGHAMTON, NY	Previous registration
MORGAN STANLEY	Wirehouse	Sep 27, 2013	Jul 14, 2016	no	BINGHAMTON, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 13, 2010	Sep 30, 2013	no	JOHNSON CITY, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S.E.E.D. PLANNING GROUP, LLC	IMPERATIVE WEALTH PLANNING	Jan 16, 2026	Jul 24, 2026	189	Firm change	RIA to state RIA
MORGAN STANLEY	S.E.E.D. PLANNING GROUP, LLC	Jul 14, 2016	Jun 16, 2021	1,798	Firm change after gap	Wirehouse to RIA
WELLS FARGO ADVISORS	MORGAN STANLEY	Sep 30, 2013	Sep 27, 2013	-3	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ IMPERATIVE WEALTH PLANNINGRegistered adviserregistration: current employment
Jul 24, 2026 to presentfactForm ADV
→ S.E.E.D. PLANNING GROUP, LLCRegistered adviserregistration: previous registration
Jun 16, 2021 to Jan 16, 2026factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 27, 2013 to Jul 14, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 13, 2010 to Sep 30, 2013factForm ADV

Dated events

Occurred
Jan 16, 2026
Advisor changed firm
Frederick Gene Costantino left S.E.E.D. Planning Group, Llc for Imperative Wealth Planning (registered 2026-07-24)
Form ADVobserved 4 days ago