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Barbara Ann Ingenito

ASPIRE ADVISORS, LLC·NORTH WHITE PLAINS, New York
SIE, Series 6, Series 26, Series 63, Series 65Clean record9 years registeredASPIRE ADVISORS, LLC
661 NORTH BROADWAY, NORTH WHITE PLAINS, NY 10603CRD# 1437512Firm CRD# 150652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barbara Ann Ingenito · NORTH WHITE PLAINS, NY
Registration
CRD #1437512 · ASPIRE ADVISORS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

ASPIRE ADVISORS, LLC
Apr 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Series 65
Registration record
First registered · April 24, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASPIRE ADVISORS, LLC
CRD 150652 · SEC 801-77599
AUM
$105M
Regulatory assets under management
Employees
6
210 client accounts
Services offered by ASPIRE ADVISORS, LLC
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 ASPIRE ADVISORS, LLC →
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Frequently Asked Questions

What services does Barbara Ann Ingenito offer?
Barbara Ann Ingenito specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH WHITE PLAINS, New York for a consultation.
What are Barbara Ann Ingenito's credentials?
Barbara Ann Ingenito is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Ann Ingenito located?
Barbara Ann Ingenito is based in NORTH WHITE PLAINS, New York, working with ASPIRE ADVISORS, LLC. Their office serves clients in the NORTH WHITE PLAINS metropolitan area and surrounding communities.
How does Barbara Ann Ingenito charge for services?
Barbara Ann Ingenito'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 ASPIRE ADVISORS, LLC?
ASPIRE ADVISORS, LLC has approximately 6 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASPIRE ADVISORS, LLC

John Joseph Hamilton
NORTH WHITE PLAINS, NY
Lindsay Shea Hamilton
NORTH WHITE PLAINS, NY
James Rank
NORTH WHITE PLAINS, NY

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