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Alphonse Albert Procaccino

CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC·FAIR HAVEN, New Jersey
SIE, Series 5, Series 7, Series 24, Series 63, Series 65CFPClean record28 years registeredCASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
740 RIVER ROAD, FAIR HAVEN, NJ 07704CRD# 715731Firm CRD# 107865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alphonse Albert Procaccino · FAIR HAVEN, NJ
Registration
CRD #715731 · CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC · 28 years registered
Brand Profile
Not yet started
01

Career History

THE LEADERS GROUP, INC.
Mar 2025 – present
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
Jan 2007 – present
CADARET GRANT & CO INC
Jan 1998 – Dec 2015
HAZLET, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 5
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 5, 1998
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865 · SEC 801-79218
AUM
$97M
Regulatory assets under management
Employees
5
346 client accounts
Services offered by CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC →
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Frequently Asked Questions

What services does Alphonse Albert Procaccino offer?
Alphonse Albert Procaccino specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIR HAVEN, New Jersey for a consultation.
What are Alphonse Albert Procaccino's credentials?
Alphonse Albert Procaccino holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Alphonse Albert Procaccino located?
Alphonse Albert Procaccino is based in FAIR HAVEN, New Jersey, working with CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC. Their office serves clients in the FAIR HAVEN metropolitan area and surrounding communities.
How does Alphonse Albert Procaccino charge for services?
Alphonse Albert Procaccino's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC?
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC has approximately 5 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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