PI
PI
Paul Impellizeri
33 Years of Experience
Sea Girt, NJ
1 DisclosureSells Insurance
Paul Impellizeri is a registered investment advisor at Cascio Wealth Management, based in Sea Girt, NJ, with 33 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $3.2M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
19 clients
Average Client Portfolio
$167K average
Assets Under Management
$3.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Sea Girt, NJ
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2002Pending
Other Business ActivitiesSells Insurance
Paul owns two rental units in Englishtown, NJ, dedicating minimal time to this activity. He also sells insurance and fixed annuities to complement client portfolios.
Employment History
Current Registrations
Cascio Wealth Management
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Private Advisor Group, LLC
September 2012 - September 2021 · 9 yrs
LPL Financial LLCBroker
September 2012 - September 2021 · 9 yrs
Capital One Investment Services LLCBroker
April 2008 - August 2012 · 4 yrs 4 mos
Capital One Financial Advisors LLC
April 2008 - August 2012 · 4 yrs 4 mos
Ifmg Securities, INC.
December 2006 - March 2008 · 1 yr 3 mos
Ifmg Securities, INC.Broker
December 2006 - March 2008 · 1 yr 3 mos
Chase Investment Services CORP.
October 2006 - December 2006 · 2 mos
Chase Investment Services CORP.Broker
October 2006 - December 2006 · 2 mos
Bny Investment Center INC.
May 2006 - October 2006 · 5 mos
Bny Investment Center INC.Broker
May 2001 - October 2006 · 5 yrs 5 mos
Josephthal & CO., INC.Broker
February 2001 - May 2001 · 3 mos
Robb Peck Mccooey Clearing CorporationBroker
May 2000 - February 2001 · 9 mos
Andrew, Alexander, Wise & Company IncorporatedBroker
February 1997 - May 2000 · 3 yrs 3 mos
Shamus Group, INC.Broker
May 1996 - March 1997 · 10 mos
Whale Securities CO., L.P.Broker
October 1992 - May 1996 · 3 yrs 7 mos
State Registrations1 state
NJ
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.