RichardDragotta- Financial Advisor Paramus, NJ

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About Richard Dragotta

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

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General Information

CRD#

2056192

Firm CRD#

165616

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial, Fidelity

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors

Advisory Services Provided

Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Estate Planning & Trusts, Financial Advice & Consulting, Investment Advice & Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

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, Flat Fee, Commissions, Hourly

Education

Economics /Accounting -

Gettysburg College
-

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886568/paladinregistry-Private-Portfolio-Partners,LLC-detailed-disclosure.html

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.

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Paladin Research Report For:

Richard Dragotta

Private Portfolio Partners,LLC