Julie A. Purcell

WISSAHICKON WEALTH MANAGEMENT LLC

Philadelphia, PA 19104

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CRD#: 6847784

Professional summary

Julie Ann Purcell, who also goes by Julie Ann Ciotti, Julie Purcell, is a registered financial advisor currently at WISSAHICKON WEALTH MANAGEMENT LLC located in Philadelphia, Pennsylvania.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Julie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Ann Ciotti | Julie Purcell

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.

Vistar Media - Software Company - 1420 Walnut St. Suite 924, Philadelphia, PA 19102 - Not investment related. Office Manager - handles administrative tasks and event logistics. Spends about 10 hrs/week in this capacity with the majority spent during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Ann Purcell'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

October 3, 2017 - Present

WISSAHICKON WEALTH MANAGEMENT LLC

Office #1: 2929 Arch Street Suite 1700, Philadelphia, PA 19104

RIA

CRD#: 289008

Philadelphia, PA

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

Delaware
(11/17/2017)

IAR

Pennsylvania
(10/3/2017)

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: 8/28/2017

Uniform Investment Adviser Law Examination

Current Firm

WISSAHICKON WEALTH MANAGEMENT LLC

CRD#: 289008 / SEC#:

Delaware

Registered Investment Advisory firm - (11/6/2017 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/21/2017 Approved)

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Contact information

Main Address

2929 Arch Street Suite 1700, Philadelphia, PA 19104

Mailing Address

Phone number

(215) 948-8189

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	108
AUM (Assets Under Management)	$ 56,000,000

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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Julie A. Purcell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Ann Purcell's CRS (Customer Relationship Summary).

Certified licenses

Experience

WISSAHICKON WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2017

Current Firm

WISSAHICKON WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WISSAHICKON WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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