Frank William Malpigli

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 12/2017
  American Portfolios Financial Services, Inc.
  Islip Terrace, NY
• 07/2010 → Present
  Malpigli & Associates Insurance Agency, Inc.
  Islep Terrace, NY
• 12/2017 → 11/2023
  Lpl Financial Llc
  Islep Terrace, NY
• 11/2023 → Present
  Savvy
  New York, NY

Previous Registrations

• 2021-08-03 → 2023-11-30
  Lpl Financial Llc
  Islep Terrace, NY

Other Businesses

1) 03/23/2018 - Malpigli & Associates Insurance Agency, Inc - Insurance Agency - owner - at reported business location(s) - start: 07/2010 - 80 hr/mth

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-09-20