Zappitelli Financial Services
Firm details
- Headquarters
- Concord Township, Ohio
- CRD number
- 119711
- Fee structure
- Commissions
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Robert Zappitelli
Registered RepresentativeCRD 1693073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Concord Township, OH
Lake
Location
Concord Township, OH
Headquartered in Concord Township, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Lake
- Address
- 9946 Johnnycake Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Brookside Financial Advisors, LLC
RIAParma, OH
Mbia Capital Advisors
RIACincinnati, OH
Resilience Management
RIACleveland, OH
Shaker Investments
RIABeachwood, OH
Lyke Financial
RIACanton, OH
Clearstead; Clearstead Advisory Solutions
RIACleveland, OH