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Deborah A. Liguori

COMPREHENSIVE WEALTH SOLUTIONS
RIDGEWOOD, NJ
Some features on this profile are disabled
CRD#: 2644857
DL

Professional summary


Deborah Ann Liguori, CFP®, CIMA®, who also goes by Deborah Ann Purpura, Deborah Purpura, is a registered financial advisor currently at COMPREHENSIVE WEALTH SOLUTIONS, LLC located in Ridgewood, New Jersey.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Deborah has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Deborah Ann Purpura | Deborah Purpura

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Deborah Ann Liguori's CRS (Customer Relationship Summary).
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®
CFP®

Experience


Current

January 23, 2006 - Present

COMPREHENSIVE WEALTH SOLUTIONS, LLC

RIA
CRD#: 131324
RIDGEWOOD, NJ

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
COMPREHENSIVE WEALTH SOLUTIONS, LLC
COMPREHENSIVE WEALTH SOLUTIONS, LLC

CRD#: 131324 / SEC#: 801-63074

RIA
Registered Investment Advisory firm - (5/3/2004 Approved)

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
(1/23/2006)

Exams


Current Firm


CW
COMPREHENSIVE WEALTH SOLUTIONS, LLC
COMPREHENSIVE WEALTH SOLUTIONS, LLC

CRD#: 131324 / SEC#: 801-63074

RIA
Registered Investment Advisory firm - (5/3/2004 Approved)
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Contact information


Main Address
433 Plaza Real Suite 275, Boca Raton, FL 33432-9999
Mailing Address
Phone number
(877) 294-4979
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (7 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COMPREHENSIVE WEALTH SOLUTIONS, LLC ADV BROCHURE (2/13/2025)

Regulatory assets under management


Total Number of Accounts292
AUM (Assets Under Management)$ 341,227,855

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.

Company Information


COMPREHENSIVE WEALTH SOLUTIONS, LLC

CRD#: 131324Ridgewood, NJ

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