Paul C Impellizeri

Current Employers

Cascio Wealth Management

Sea Girt, NJ • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2021-11-09

NJ RA
APPROVED

Since 2021-11-09

Branch Locations

Sea Girt, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl	South Brunswick	NJ	09/2012	09/2021
Private Advisor Group, Llc	Morristown	NJ	09/2012	09/2021
Cascio Wealth Management	Sea Girt	NJ	10/2021	Present

09/2012 → 09/2021

Lpl

South Brunswick, NJ
09/2012 → 09/2021

Private Advisor Group, Llc

Morristown, NJ
10/2021 → Present

Cascio Wealth Management

Sea Girt, NJ

Previous Registrations

2012-09-26 → 2021-09-27

Private Advisor Group, Llc

New Brunswick, NJ

Morristown, NJ
2008-04-01 → 2012-08-10

Capital One Financial Advisors Llc

Melville, NY
2006-12-05 → 2008-03-11

Ifmg Securities, Inc.

Aberdeen, NJ

Keyport, NJ

Red Bank, NJ

Little Silver, NJ

Aberdeen, NJ

Keyport, NJ
2006-10-04 → 2006-12-05

Chase Investment Services Corp.

Chicago, IL

Metuchen, NJ
2006-05-30 → 2006-10-04

Bny Investment Center Inc.

Metuchen, NJ

New York, NY

New York, NY

Other Businesses

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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-05-25
S63	Uniform Securities Agent State Law Examination	1992-08-21

S65 Uniform Investment Adviser Law Examination

2006-05-25
S63 Uniform Securities Agent State Law Examination

1992-08-21

Other Names

Paul Casper Impellizeri
Paul Casper Impellizeri

View on SEC IAPD