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Richard Dragotta

Private Portfolio Partners

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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

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Paladin Research Report For:

Richard Dragotta

Private Portfolio Partners

Richard Dragotta, a financial fiduciary has been a Paladin Registry member since 2005. Richard is the owner of Private Portfolio Partners. Richard holds the Chartered Financial Consultant , Chartered Retirement Planning Counselor certifications and has over 25 years of experience. Richard provides financial services to clients in the Paramus, New Jersey area.

I. Snapshot

A. Registry Member
  • Since 2005
B. Years of Experience
  • 25
C. College Degrees
  • Gettysburg College - Economics /Accounting
D. Certifications
  • ChFC®, CRPC®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Objectivity, Experience and Service. As an independent fee based financial planner and investment advisor, I have the experience and integrity to help you achieve your most important goals including; planning for a comfortable retirement, building your retirement nest egg, evaluating how to best utilize a recent inheritance, or leaving a legacy for your family. I specialize in highly personalized financial planning and asset management to better help you and your families meet these goals. When

G. Asset Requirement
  • $100,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 461 From Rd
    Mack Cali VI
    Paramus, New Jersey, 07652
C. Telephone
  • 201.939.6644

III. Internet

IV. Firm(s)

A. Name of Firm
  • Private Portfolio Partners
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Private Portfolio Partners
D. Name of Broker/Dealer
  • LPL Financial
E. Name(s) of Custodian(s)
  • LPL Financial

V. Credentials

A. Years of Financial Experience
  • 25 Years
B. College, Degrees, Years
  • Gettysburg College - Economics /Accounting
D. Financial Industry Associations (Active Memberships)
  • Financial Services Institute

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 2056192
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • New Jersey
    • New York
    • North Carolina
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: See List
    • New Jersey
    • New York
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • Richard Dragotta is a Registered Representative with and, Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Portfolio Partners, LLC a registered... View More
    Richard Dragotta is a Registered Representative with and, Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Portfolio Partners, LLC a registered investment advisor and a separate entity from LPL Financial The information and opinions posted on this website do not necessarily reflect the opinion of LPL Financial or its affiliates.
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Objectivity, Experience and Service. As an independent fee based financial planner and investment advisor, I have the experience and integrity to help you achieve your most important goals including; planning for a comfortable retirement, building your retirement nest egg, evaluating how to best utilize a recent inheritance, or leaving a legacy for your family. I specialize in highly personalized financial planning and asset management to better help you and your families meet these goals. When

B. Minimum Asset Requirement
  • $100,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Monthly)
  • Newsletters (Quarterly)
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Investment Products (Commission)
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews
  • Planning Only

IX. Certification

Advisor Name
  • Richard Dragotta
Most Recent Update:
  • Jul 28, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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