Claim Profile
RS

Robert Joseph Santarpia

U.S. WEALTH GROUP, LLC·WOODBURY, New York
Unclaimed Profile
7600 JERICHO TURNPIKE, WOODBURY, NY 11797CRD# 2580611Firm CRD# 141062
01

About

Robert Joseph Santarpia is a registered financial advisor based in WOODBURY, New York, affiliated with U.S. WEALTH GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
U.S. WEALTH GROUP, LLC
U.S. WEALTH GROUP, LLC
AUM
$136M
Regulatory assets under management
Employees
2
Total firm employees
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2580611
Firm CRD# 141062
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WOODBURY?

Browse all registered financial advisors in WOODBURY, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Joseph Santarpia offer?
Robert Joseph Santarpia specializes in Investment Management. Contact their office in WOODBURY, New York for a consultation.
What are Robert Joseph Santarpia's credentials?
Robert Joseph Santarpia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joseph Santarpia located?
Robert Joseph Santarpia is based in WOODBURY, New York, working with U.S. WEALTH GROUP, LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does Robert Joseph Santarpia charge for services?
Robert Joseph Santarpia's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is U.S. WEALTH GROUP, LLC?
U.S. WEALTH GROUP, LLC has approximately 2 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty