Philip Fratto, financial advisor Newfield NJ
93 score

Philip Fratto

CRD Number: 1005465
Current Firm: Investment Advisors Asset Management, LLC

Philip Fratto (CRD# 1005465) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Newfield, NJ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates West Long Branch, NJ Nov 2006 - Current 10
Investment Advisors Asset Management, LLC Newfield, NJ Jan 2004 - Current 12
Harbour Master Diversified Financial Services, Inc. New Field, NJ Oct 1982 - Current 34
Investment Advisors & Consultants, Inc. West Long Branch, NJ Sep 1991 - Nov 2006 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Feb 2004
Contact Info for Philip C. Fratto
Phone Number: 610-258-3269
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    392
    MILLIONS
  • Total Number of Accounts
    2,085
    ACCOUNTS
  • Average Account Value
    $187,871
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CT, DE, FL, KS, LA, MA, MD, MO, NC, NE, NH, NJ, NV, NY, PA, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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