Joseph Sarappo (CRD# 1868768) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Elmhurst, IL and has over 33 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lasalle St. Investment Advisors LLC | Elmhurst, IL | May 2021 - Current | 2 |
| Lasalle St Securities LLC | Elmhurst, IL | May 2021 - Current | 2 |
| Comprehensive Asset Management & Servicing, Inc. | Parsippany, NJ | Jul 2012 - Current | 11 |
| Retirement Planning Specialists, Inc. | Willow Grove, PA | Jun 2011 - Current | 12 |
| South Philly Pizza Inc. / Sarappo's Pizza | Croydon, PA | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1990 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management3,475MILLIONS
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Total Number of Accounts10,422ACCOUNTS
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Average Account Value$333,432
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
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