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Richard Gaspare Dragotta

PRIVATE PORTFOLIO PARTNERS, LLC·PARAMUS, New Jersey
Clean recordPRIVATE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Gaspare Dragotta is a registered financial advisor based in PARAMUS, New Jersey, affiliated with PRIVATE PORTFOLIO PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PRIVATE PORTFOLIO PARTNERS, LLC
PRIVATE PORTFOLIO PARTNERS, LLC
AUM
$900M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at PRIVATE PORTFOLIO PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2056192
Firm CRD# 165616
View on FINRA BrokerCheck →

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05

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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Other Advisors at PRIVATE PORTFOLIO PARTNERS, LLC

Dennis Mcpartlan
PARAMUS, NJ

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