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John Scarpinato

Advisor at PNC Wealth Management

Updated today

Location

Williamstown, NJ 08094

Credentials

Series 63, Series 65

Industry experience

28 years

About

John Scarpinato is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he serves as an ice hockey referee in the New Jersey area. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment to manage portfolios via mutual funds and ETFs. The firm’s approach includes delegation of portfolio implementation and proxy voting to third parties and emphasizes model-driven investment strategies.

Client services

Based on PNC Wealth Management

Portfolio management Selection of other advisers

Expertise

Based on PNC Wealth Management

Passive / index investing Active portfolio management Wealth management

Occupation focus

Based on PNC Wealth Management

Executive

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Fee options

Percentage

0.85% annually

Other

Account minimum: $5,000

Location

1424 South Black Horse Pike

Williamstown, NJ 08094

Most active in

New Jersey

Work history

PNC investments

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward H

CFP®, Series 63

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Financial Planning Professionals, Inc.

Edward Harrington Jr. is a CFP® with 39 years of industry experience. He has been with Financial Planning Professionals, Inc. since 1992 and previously worked at Securities Service Network, Inc. for 21 years. Outside of advising, he serves as a member of a condominium board and has ownership interests in a storage facility and related commercial properties. Financial Planning Professionals, Inc. provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs global asset allocation model portfolios with active market timing and primarily focuses on ETF-based strategies implemented on a discretionary basis.

Active portfolio management Passive / index investing
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Jared G

Series 63, Series 65

Hammonton, NJ

Advice to Thrive

Jared Gruccio is the principal of Advice to Thrive and holds Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at GWN Securities Inc. for 14 years before founding Gruccio Financial, LLC. He serves as a board member of the Greater Vineland Chamber of Commerce and is a partner in a tax planning and consulting firm. Advice to Thrive provides discretionary investment management and comprehensive financial services, including financial, tax, estate, and insurance planning, primarily for business owners, high-net-worth individuals, and multigenerational families. The firm uses fundamental analysis and strategic asset allocation to build primarily long-term portfolios and offers consulting and coordination with other professional advisors.

Wealth management General tax planning General estate planning guidance Income planning Founder/Business Owner
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Michael C

CFP®, Series 66

Washington Township, NJ

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General tax planning College savings (529s, UTMA, etc.)
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Lee M

Series 63, Series 66

Voorhees, NJ

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Lee Molotsky is the principal of Molotsky Tax Advisory Group, LLC, an independent advisory firm based in Voorhees, NJ. He holds Series 63 and Series 66 credentials and has 19 years of experience in financial advisory services. Molotsky also works as an independent insurance agent, spending approximately half of his professional time in this capacity. His work history includes roles at Greentree Mortgage Company and SHM Financial Group. Molotsky Tax Advisory Group primarily serves individual clients, as well as trusts, estates, small businesses, and retirement plans. The firm offers discretionary asset management and comprehensive financial planning, customizing portfolios based on clients’ objectives and risk tolerances using fundamental, technical, and cyclical analysis.

General tax planning Wealth management Cash flow / budgeting
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Scott C

Series 63, Series 65

Sewell, NJ

Champion Financial & Tax Services, LLC

Scott Champion is a financial advisor at Champion Financial & Tax Services, LLC in Sewell, NJ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Linsco Private Ledger since 2006 while operating his own firm since 2001. His practice includes both investment advisory and tax preparation services, with licensure as an insurance agent. Champion Financial & Tax Services manages approximately $30 million in discretionary portfolios primarily for individual clients, focusing on growth-oriented equity selection based on fundamental and technical analysis. The firm combines investment management with tax planning and insurance services, offering integrated updates during tax season without accepting commissions or custodial research payments.

Tax-loss harvesting Long-term care insurance Disability insurance
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Alex P

CFP®, Series 66

Shamong, NJ

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Alex Perricone is a financial advisor at A.M. Perricone LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Planning Alliance, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of his advisory role, he is also a licensed insurance agent. A.M. Perricone LLC is a registered investment adviser offering asset management, financial planning, and consulting services primarily to individuals, high-net-worth clients, and small business owners. The firm employs a combination of fundamental analysis, modern portfolio theory, factor-based investing, and passive strategies to tailor asset allocations, operating with discretionary trading authority and conducting periodic account reviews.

Equity compensation tax strategy Retirement income strategy Medicare planning Business exit / sale strategy Long-term care insurance Founder/Business Owner
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