Dante Petullo is a CFP-designated registered investment advisor, based in Parsippany, NJ, with 3 years of industry experience.
Location
300 Kimball Drive, Suite 310, Parsippany, NJ, 07054
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dante is an Investment Advisor Representative (IAR) with Bleakley Financial Group, LLC, serving clients at registered locations. This activity takes up Dante's full-time commitment.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr 3 mos
Onepoint Bfg Wealth Partners
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
January 2023 - April 2025 · 2 yrs 3 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
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.