Paul C. Impellizeri

CASCIO WEALTH MANAGEMENT

Sea Girt, NJ

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CRD#: 2254850

Professional summary

Paul C Impellizeri, who also goes by Paul Casper Impellizeri Sr, Paul Casper Impellizeri, is a registered financial advisor currently at CASCIO WEALTH MANAGEMENT located in Sea Girt, New Jersey.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Paul has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Casper Impellizeri Sr | Paul Casper Impellizeri

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.

4/8/2013: REAL ESTATE RENTAL - PAUL C. IMPELLIZERI - 2 RENTAL UNITS - TIME SPENT 5% - ENGLISHTOWN, NJ. Insurance and fixed annuities to compliment client portfolios with income. I will receive compensation for the sale of such investments.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul C Impellizeri'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

November 9, 2021 - Present

CASCIO WEALTH MANAGEMENT

RIA

CRD#: 47683

NEW YORK, NY

Past

February 5, 2001 - May 11, 2001

JOSEPHTHAL & CO., INC.

CRD#: 3227

NEW YORK, NY

Past

May 19, 2000 - February 6, 2001

LABRANCHE FINANCIAL SERVICES, LLC

CRD#: 7432

NEW YORK, NY

Past

February 22, 1997 - May 19, 2000

ANDREW, ALEXANDER, WISE & COMPANY INCORPORATED

CRD#: 37710

NEW YORK, NY

Past

May 13, 1996 - March 14, 1997

SHAMUS GROUP, INC.

CRD#: 5036

Past

October 23, 1992 - May 22, 1996

BLUESTONE CAPITAL CORP.

CRD#: 13516

NEW YORK, NY

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

New Jersey
(11/9/2021)

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

IAR

Series 65

Date: 5/25/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/21/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/1992

General Securities Representative Examination

Current Firm

CASCIO WEALTH MANAGEMENT

CASCIO WEALTH MANAGEMENT | IMPELLIZERI, PAUL C

CRD#: 317292 / SEC#:

New Jersey

Registered Investment Advisory firm - (11/9/2021 Approved)

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Contact information

Main Address

Sea Girt, NJ

Mailing Address

Phone number

(732) 921-6206

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 2,803,009

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.

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Advisor Monitoring

Firm Stability Insights

Paul C. Impellizeri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul C Impellizeri's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

CAPITAL ONE FINANCIAL ADVISORS LLC

CAPITAL ONE INVESTMENT SERVICES LLC

IFMG SECURITIES, INC.

IFMG SECURITIES, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BNY INVESTMENT CENTER INC.

BNY INVESTMENT CENTER INC.

JOSEPHTHAL & CO., INC.

LABRANCHE FINANCIAL SERVICES, LLC

ANDREW, ALEXANDER, WISE & COMPANY INCORPORATED

SHAMUS GROUP, INC.

BLUESTONE CAPITAL CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/25/2006

Series 63

Date: 8/21/1992

SIE

Date: 10/1/2018

Series 7

Date: 7/20/1992

Current Firm

CASCIO WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CASCIO WEALTH MANAGEMENT

TRUST BUT VERIFY

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