Unclaimed Profile

Josephine Laspina Trotta

PATHFINDER WEALTH ADVISORS LLC·MAYFIELD HEIGHTS, Ohio

SIE, Series 7, Series 66Clean record24 years registeredPATHFINDER WEALTH ADVISORS LLC

6120 PARKLAND BLVD., SUITE 225, MAYFIELD HEIGHTS, OH 44124CRD# 4371755Firm CRD# 173676

Profile Verification

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

Identity

Josephine Laspina Trotta · MAYFIELD HEIGHTS, OH

Registration

CRD #4371755 · PATHFINDER WEALTH ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

Feb 2026 – present

PATHFINDER WEALTH ADVISORS LLC

Oct 2015 – Jun 2026

MAYFIELD HEIGHTS, OH

TIAA-CREF ADVICE AND PLANNING SERVICES

Aug 2011 – May 2015

BEACHWOOD, OH

STRATOS WEALTH PARTNERS, LTD

Aug 2010 – Aug 2011

FAIRLAWN, OH

LPL FINANCIAL CORPORATION

May 2009 – Dec 2010

SOLON, OH

UBS FINANCIAL SERVICES INC.

Nov 2004 – May 2009

PEPPER PIKE, OH

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Nov 2001 – Nov 2004

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 16, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATHFINDER WEALTH ADVISORS LLC

CRD 173676 · SEC 801-119941

AUM

$70M

Regulatory assets under management

Employees

141 client accounts

Services offered by PATHFINDER WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PATHFINDER WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Josephine Laspina Trotta offer?

Josephine Laspina Trotta specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.

What are Josephine Laspina Trotta's credentials?

Josephine Laspina Trotta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Josephine Laspina Trotta located?

Josephine Laspina Trotta is based in MAYFIELD HEIGHTS, Ohio, working with PATHFINDER WEALTH ADVISORS LLC. Their office serves clients in the MAYFIELD HEIGHTS metropolitan area and surrounding communities.

How does Josephine Laspina Trotta charge for services?

Josephine Laspina Trotta's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATHFINDER WEALTH ADVISORS LLC?

PATHFINDER WEALTH ADVISORS LLC has approximately 3 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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