Michael Raspallo (CRD# 1281062) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 39 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| Ivy Wealth Advisors | Smithfield, RI | Feb 2022 - Current | 2 |
| Patriot Financial Group | Westboro, MA | Oct 2014 - Current | 9 |
| Securities America, Inc. | West Warwick, RI | Jul 2018 - Dec 2022 | 4 |
| Lpl Financial, LLC | Warwick, RI | May 2012 - Jun 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1984 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- RI
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Total Assets Under Management2,119MILLIONS
-
Total Number of Accounts6,607ACCOUNTS
-
Average Account Value$320,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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