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Joseph Perrotta, financial advisor Bethlehem PA

Joseph Perrotta

CRD Number: 5760835
Current Firm: Apple Tree Wealth Management, LLC

Joseph Perrotta (CRD# 5760835) is an Investment Advisor Representative working at Apple Tree Wealth Management, LLC in Bethlehem, PA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Apple Tree Wealth Management, LLC Coopersburg, PA Jan 2012 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Joseph E. Perrotta
,
Phone Number: 610-849-2516
Firm Website: http://www.appletreewealth.com
Registered State(s):
  • PA
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Current Firm Details
Apple Tree Wealth Management, LLC
Firm's CRD Number: 160162
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $921,053
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

PA

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