Stephen Robert Daprile
Professional Summary
Stephen Robert Daprile is a registered financial advisor currently at GEM-YOUNG WEALTH ADVISORS, LLC located in Canfield, Ohio. Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Stephen has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
Years of Experience
7 years in the financial services industry
Current & Past Employments
Similar Advisors
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
Current Firm
DAPRILE, LEO J | GEM-YOUNG WEALTH ADVISORS, LLC. | GEM-YOUNG WEALTH ADVISORS, LLC
Contact Information
Main Address
3792 Starrs Centre Dr., Canfield, OH 44406Phone Number
(330) 533-6936# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
291AUM (Assets Under Management)
$141,970,423Similar Advisors
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
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.
Similar Advisors
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
State Registrations and Notice Filings
(3/7/2019)
(3/7/2019)
(4/4/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Robert Daprile's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
