Leo J. Daprile

GEM-YOUNG WEALTH ADVISORS

Canfield, OH 44406

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CRD#: 1274374

Professional summary

Leo John Paul Daprile is a registered financial advisor currently at GEM-YOUNG WEALTH ADVISORS, LLC located in Canfield, Ohio.

Leo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Leo has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 3D LEASING, LCC, INVESTMENT RELATED, CONDUCTED FROM 3792 STARR'S CENTRE DRIVE, CANFIELD, OH 44406. THE NATURE OF THE OUTSIDE BUSINESS ACTIVITY (OBA) IS RENTAL, MY POSITION IN THE ORGANIZATION IS CO-OWNER. 01/01/1990 WAS THE START OF THE RELATIONSHIP WITH THE OTHER BUSINESS AND 2 HOURS ARE DEVOTED TO THE OTHER BUSINESS PER WEEK AND 0 OF HOURS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leo John Paul Daprile's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 30, 2014 - Present

GEM-YOUNG WEALTH ADVISORS, LLC

Office #1: 3792 Starrs Centre Dr., Canfield, OH 44406

RIA

CRD#: 171340

Canfield, OH

Past

March 25, 1999 - November 17, 2015

INVESTACORP ADVISORY SERVICES INC

RIA

CRD#: 109011

CANFIELD, OH

Past

May 22, 1991 - September 21, 2016

INVESTACORP, INC.

CRD#: 7684

CANFIELD, OH

Past

December 16, 1989 - June 5, 1991

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

August 23, 1989 - December 16, 1989

LINSCO FINANCIAL GROUP, INC.

CRD#: 524

Past

February 28, 1985 - September 6, 1989

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Past

June 8, 1984 - February 8, 1985

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(6/30/2014)

IAR

Pennsylvania
(5/18/2015)

IAR

Texas
(4/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/15/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/21/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/1985

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/7/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/24/1990

General Securities Principal Examination

Current Firm

GEM-YOUNG WEALTH ADVISORS, LLC

DAPRILE, LEO J | GEM-YOUNG WEALTH ADVISORS, LLC. | GEM-YOUNG WEALTH ADVISORS, LLC

CRD#: 171340 / SEC#:

Ohio

Registered Investment Advisory firm - (6/10/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/18/2015 Approved)

Texas

Registered Investment Advisory firm - (4/4/2023 Conditional Restricted)

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Contact information

Main Address

3792 Starrs Centre Dr., Canfield, OH 44406

Mailing Address

Phone number

(330) 533-6936

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	286
AUM (Assets Under Management)	$ 118,229,548

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Leo J. Daprile

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leo John Paul Daprile's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTACORP ADVISORY SERVICES INC

INVESTACORP, INC.

LPL FINANCIAL LLC

LINSCO FINANCIAL GROUP, INC.

TOWER SQUARE SECURITIES, INC.

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/15/1984

SIE

Date: 9/21/2016

Series 7

Date: 12/21/1985

Series 6

Date: 6/7/1984

Series 24

Date: 8/24/1990

Current Firm

GEM-YOUNG WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GEM-YOUNG WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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