Joseph Sarappo, financial advisor Willow Grove PA
83 score

Joseph Sarappo

CRD Number: 1868768
Current Firm: Retirement Planning Specialists

Joseph Sarappo (CRD# 1868768) is an Investment Advisor Representative working at Retirement Planning Specialists in Willow Grove, PA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Jul 2012 - Current 5
Retirement Planning Specialists, Inc. Willow Grove, PA Jun 2011 - Current 6
South Philly Pizza Inc. / Sarappo's Pizza Croydon, PA Jan 2005 - Current 13
Securities America Advisors, Inc. Willow Branch, PA Jan 2005 - Jun 2012 7
Securities America, Inc. Willow Grove, PA Dec 2004 - Jun 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Mar 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joseph P. Sarappo
Phone Number: 215-657-8600
Registered State(s):
  • FL
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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