Philip Sparacino
Investment adviser representative at Disciplined Portfolio Solutions LLC
14 yearsExperience
2 statesRegistered in
$230.7MFirm assets
14 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Disciplined Portfolio Solutions LLCJan 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, NY).
Disciplined Portfolio Solutions LLC
$230.7MAssets managed
59Clients
1Advisers
14 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
- 2836992
- Firm CRD
- 160072