Michael Disalvo (CRD# 5702935) is an Investment Advisor Representative working at Purposepath Capital, LLC in Quincy, IL and has over 14 years of experience in the finance industry. Michael Disalvo 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.
CRD# 4412949
Cwm, LLC
CRD# 6013179
Ipi Wealth Management, Inc.
CRD# 2730151
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purposepath Capital, LLC | Quincy, IL | Jun 2021 - Current | 2 |
| Krilogy Financial | Creve Coeur, MO | Feb 2011 - Jun 2021 | 10 |
| Saxony Securities | St. Louis, MO | Oct 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
- IL
- MO
- NY
- TX
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts123ACCOUNTS
-
Average Account Value$426,795
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IL, MO, NY, TX
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