John Napolitano
John Napolitano is a CFP, PFS-designated registered investment advisor at Napier Financial, based in Braintree, MA, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 216 clients with $550M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
30 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1998Other Business ActivitiesSells Insurance
John is an author, speaker, and provides investment advisory services through US Financial Advisors LLC, dedicating about a quarter of his time to the latter. He also has ownership stakes in several businesses, including real estate investment firms and CPA firms, and is a licensed insurance agent selling various insurance products, spending a few hours per week on this.
Employment History
Current Registrations
Napier Financial
Previous Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Lincoln Financial Securities CorporationBroker
U.S. Wealth Advisors, LLC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
U.S. Financial Advisors
Intersecurities, INC.Broker
Pml Securities CompanyBroker
State Registrations2 states
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.