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Richard + Dragotta - Financial Advisor in Paramus, NJ

Paladin Research Report For:

Richard Dragotta

Private Portfolio Partners,LLC

461 From Rd
Paramus, NJ 07652
201-939-6644

General Information

Firm Start Year
CRD#
  • 2056192
Firm CRD#
  • 165616
Name of Broker/Dealer
  • LPL Financial
Name of Custodial Firm
  • LPL Financial, Fidelity
Years of Experience in Financial Services
  • 28
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • ChFC®, CRPC®

Firm Information

Assets Managed by Advisor
  • $100000

Compensation and Fees

Compensation Methods
  • Based on Assets, Commissions, Flat Fee, Hourly

Education

Economics /Accounting -
  • Gettysburg College
    -

Disclosures

https://tinyurl.com/5n8ydv2w FORM ADV Part2b https://tinyurl.com/yckhauvp FORM CRS

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Portfolio Partners, LLC, a registered investment advisor. Private Portfolio Partners, LLC and Integra Wealth Management, are separate entities from LPL Financial.

BASIC INFORMATION NEEDED FOR THE INQUIRY