Zappitelli Financial Services

Overview

Zappitelli Financial Services is organized as a sole proprietorship and is classified as an independent registered investment adviser. The firm’s public profile indicates an owner-managed, individual-led business that delivers financial planning services while also operating as a registered representative of a broker-dealer and an insurance broker. Its client-facing revenue model is commission-based rather than fee-only, and it is not identified as a capital allocator or an active ESG investor. The adviser is not registered as a multi-state adviser in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices