Alphonse Procaccino, financial advisor Fair Haven NJ

Alphonse Procaccino

CRD Number: 715731
Current Firm: Castle Financial & Retirement Planning Associates Inc.

Alphonse Procaccino (CRD# 715731) is an Investment Advisor Representative working at Castle Financial & Retirement Planning Associates Inc. in Fair Haven, NJ and has over 41 years of experience in the finance industry. Alphonse Procaccino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Castle Financial & Retirement Planning Assoc., Inc. Hazlet, NJ Jul 1992 - Current 30
Imst Distributors, LLC Hazlet, NJ Jun 2017 - Dec 2020 3
Cadaret, Grant & Company, Inc. Bonita Springs, FL Oct 2004 - Dec 2015 11
Cadaret, Grant & Company, Inc. Hazlet, NJ Jun 1993 - Dec 2015 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1981
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Alphonse A. Procaccino
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $282,379
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

FL, NJ, NY, PA, TX

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