Louis David Esposito
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
21 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJan 2026 to now
- United Planners Financial ServicesJan 2026 to now
- Trans World AssuranceMay 2011 to now
- Louis EspositoAug 2005 to now
- LPL Financial LLCJul 2025 to Jan 2026
- Cadaret, Grant & Co., Inc.May 2023 to Jul 2025
- Woodbury Financial ServicesApr 2010 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NJ).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 4970538
- Firm CRD
- 20804