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Josephine Laspina Trotta

PATHFINDER WEALTH ADVISORS LLC·MAYFIELD HEIGHTS, Ohio
Unclaimed Profile
6120 PARKLAND BLVD., SUITE 225, MAYFIELD HEIGHTS, OH 44124CRD# 4371755Firm CRD# 173676
01

About

Josephine Laspina Trotta is a registered financial advisor based in MAYFIELD HEIGHTS, Ohio, affiliated with PATHFINDER WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PATHFINDER WEALTH ADVISORS LLC
PATHFINDER WEALTH ADVISORS LLC
AUM
$70M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PATHFINDER WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4371755
Firm CRD# 173676
No disclosures on file
View on FINRA BrokerCheck →

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05

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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David William Kuhr — SAFEGUARD SECURITIES, INC.Kevin Howard Myeroff — FINANCIAL PLANNERS OF CLEVELAND, INC.Carole Jean Weinberg — FINANCIAL PLANNERS OF CLEVELAND, INC.Dennis Patrick Lehman — FINANCIAL PLANNERS OF CLEVELAND, INC.Peter Lawrence Mooney — SAFEGUARD SECURITIES, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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