Unclaimed Profile

Richard Gaspare Dragotta

PRIVATE PORTFOLIO PARTNERS, LLC·PARAMUS, New Jersey

SIE, Series 7, Series 8, Series 9, Series 10, Series 31, Series 52TO, Series 53, Series 63, Series 66Clean record23 years registeredPRIVATE PORTFOLIO PARTNERS, LLC

461 FROM ROAD, PARAMUS, NJ 07652CRD# 2056192Firm CRD# 165616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Gaspare Dragotta · PARAMUS, NJ

Registration

CRD #2056192 · PRIVATE PORTFOLIO PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Mar 2023 – present

PRIVATE PORTFOLIO PARTNERS, LLC

Aug 2014 – Mar 2023

PARAMUS, NJ

INTEGRA INVESTMENT SERVICE, LLC

Jun 2003 – Jul 2010

PARAMUS, NJ

LPL FINANCIAL LLC

Mar 2003 – Jan 2017

PARAMUS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 31

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · March 17, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE PORTFOLIO PARTNERS, LLC

CRD 165616 · SEC 801-81108

AUM

$900M

Regulatory assets under management

Employees

2,238 client accounts

Services offered by PRIVATE PORTFOLIO PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRIVATE PORTFOLIO PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Gaspare Dragotta offer?

Richard Gaspare Dragotta specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARAMUS, New Jersey for a consultation.

What are Richard Gaspare Dragotta's credentials?

Richard Gaspare Dragotta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Gaspare Dragotta located?

Richard Gaspare Dragotta is based in PARAMUS, New Jersey, working with PRIVATE PORTFOLIO PARTNERS, LLC. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.

How does Richard Gaspare Dragotta charge for services?

Richard Gaspare Dragotta'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 PRIVATE PORTFOLIO PARTNERS, LLC?

PRIVATE PORTFOLIO PARTNERS, LLC has approximately 28 employees and manages $900M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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