Sandy Michael Galuppo
Investment adviser representative at Purefi Wealth, LLC
10 yearsExperience
1 stateRegistered in
$326.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Purefi Wealth, LLCDec 2023 to now
- Svb Wealth LLC (f/k/a) Boston Private Wealth LLCMar 2019 to Oct 2023
- Corporate Executive Services Consulting, LLCSep 2018 to Apr 2019
- Acp ConsultingJan 2018 to Sep 2018
- UnemployedMay 2017 to Dec 2017
- Wainwright Investment Counsel, LLCMar 2017 to Apr 2017
- Wfs, LLCMar 2017 to Apr 2017
- UnemployedOct 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
Purefi Wealth, LLC
$326.4MAssets managed
98Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2630674
- Firm CRD
- 328459