Richard Tarsitano, financial advisor Oakbrook Terrace IL
81 score

Richard Tarsitano

CRD Number: 1406393
Current Firm: Highpoint Advisor Group, LLC

Richard Tarsitano (CRD# 1406393) is an Investment Advisor Representative working at Highpoint Advisor Group, LLC in Oakbrook Terrace, IL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Highpoint Planning Partners Dba Partners Advisors Ltd. Oakbrook Terrace, IL Nov 2013 - Current 3
Lpl Financial Corporation Oakbrook Terrace, IL Sep 2009 - Current 7
Waterstone Financial Group Itasca, IL Dec 2002 - Sep 2009 6
Tarsitano & Associates Elmhurst, IL Mar 1984 - Sep 2009 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
S65 NASAA Investment Advisors Law Examination Dec 2002
Contact Info for Richard J. Tarsitano
Phone Number: 630-719-9222
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,086
    MILLIONS
  • Total Number of Accounts
    7,502
    ACCOUNTS
  • Average Account Value
    $144,761
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

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BADGES
81
Clean Record
This advisor has a clean track record with regulators.

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