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AP

Arthur R. Papale

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CRD#: 356049
AP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Arthur Ralph Papale was a registered financial professional .

Arthur is a previously registered financial professional and started their career in finance in 1973. Arthur had worked at 19 firms and has passed the Series 65, Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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. QUANTUM SYNERGIES, INC; INVESTMENT RELATED; 5327 GAGE OAKS DRIVE, JACKSONVILLE, FL 32258; LIFE INSURANCE PRODUCTS; PRESIDENT & LICENSED INSURANCE PRODUCER; SINCE 11/1979 HOURS PER MONTH: 20; HOURS DURING TRADING: 10 2. INDEPENDENT REAL ESTATE AGENT; NON INVESTMENT RELATED; 5327 GAGE OAKS DRIVE, JACKSONVILLE, FL 32258; SINCE 2008; HOURS PER MONTH: 2; HOURS DURING TRADING: 0 3. NOTARY PUBLIC; NON INVESTMENT RELATED; 5327 GAGE OAKS DRIVE, JACKSONVILLE, FL 32258; SINCE 2012; HOURS PER MONTH: 20; HOURS DURING TRADING: 10

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 8, 2022 - March 31, 2025

REDWOOD PRIVATE WEALTH

RIA
CRD#: 312942
JACKSONVILLE, FL
Past

December 15, 2015 - July 2, 2020

ROYAL FUND MANAGEMENT, LLC

RIA
CRD#: 144434
Jacksonville, FL
Past

May 16, 2011 - July 23, 2015

QUANTUM SYNERGIES, RIA, LLC

RIA
CRD#: 142504
JACKSONVILLE, FL
Past

September 24, 2009 - December 31, 2010

SPC

RIA
CRD#: 110692
JACKSONVILLE, FL
Past

October 20, 2004 - December 31, 2010

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
JACKSONVILLE, FL
Past

March 5, 2003 - October 1, 2004

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CEDAR RAPIDS, IA
Past

July 3, 2002 - December 12, 2008

QUANTUM SYNERGIES, RIA, LLC

RIA
CRD#: 142504
JACKSONVILLE, FL
Past

December 19, 2000 - December 31, 2001

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

October 16, 1997 - December 31, 1998

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

March 12, 1993 - August 8, 1997

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

February 26, 1991 - January 11, 1993

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

February 21, 1991 - July 13, 1992

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

September 18, 1985 - September 26, 1989

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

July 26, 1985 - October 8, 1985

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
Past

February 17, 1983 - September 24, 1984

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
Past

December 27, 1982 - October 13, 1983

VOYAGER SECURITIES, INC.

BD
CRD#: 919
Past

June 15, 1982 - January 4, 1983

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
Past

November 13, 1979 - August 3, 1981

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
Past

February 24, 1978 - October 13, 1979

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

December 6, 1977 - February 24, 1978

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

June 4, 1973 - November 14, 1977

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/11/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 5/30/1973
Registered Representative Examination

Current Firm


RP
REDWOOD PRIVATE WEALTH
ACCELERATED WEALTH STRATEGIES | WEALTH PLANNERS ADVISORY GROUP | VET WEALTH | TRAKAS FINANCIAL LLC | TJ BEEMAN ADVISORY GROUP, INC. | THE RETIREMENT ASSET MANAGEMENT GROUP | TERRY MORTON WEALTH ADVISORS, LLC | TAMPA BAY ADVISORY, LLC | STRATEGIC ASSET MANAGEMENT, LTD. | RETIREMENT FINANCIAL CONSULTANTS LLC | RETIREMENT AND INVESTMENT SOLUTIONS, LLC | REDWOOD PRIVATE WEALTH, LLC | REDWOOD PRIVATE WEALTH | OSTB WEALTH STRATEGIES | NICOLAYSEN WEALTH PARTNERS, INC. | NEXTFOLIO | NEW CENTURY CAPITAL MANAGEMENT LLC | MKT INVESTMENTS, LLC | MKT INVESTMENTS | METROKAS-KAMISON ASSOCIATES | MATTHEWS INVESTMENT COMPANY | MARTIN SHAPIRO FINANCIAL SERVICES | MAIN STREET FINANCIAL STRATEGIES | LIVE LIFE WELL FINANCIAL | JNORTH FINANCIAL, LLC | INSPIRE WEALTH | HEARTFELT FINANCIAL SOLUTIONS, LLC | GOLD FEDERAL ADVISORS | FOCAL POINT FINANCIAL SERVICES | EVANS FINANCIAL GROUP, LLC | COMPASS WEALTH STRATEGIES | CASON FINANCIAL GROUP | BREESE FINANCIAL GROUP LLC | BLACKSTONE WEALTH PROTECTORS | BLACK WEALTH FINANCIAL | ADVISORS FINANCIAL PLANNING GROUP

CRD#: 312942 / SEC#: 801-120723

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Contact information


Main Address
3930 E. Ray Road Suite 155, Phoenix, AZ 85044
Mailing Address
Phone number
(480) 646-3504
Established
Firm type
Fiscal year end
# of Employees
61

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/31/2024)

Regulatory assets under management


Total Number of Accounts1,788
AUM (Assets Under Management)$ 267,560,801

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


REDWOOD PRIVATE WEALTH

CRD#: 312942

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