Peter James Laplaca
Advisor at Composition Wealth, LLC — Melville, NY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 63, Series 65
Experience Industry experience
32 years
Location
Melville, NY 11747
Composition Wealth, LLC
Multi-team
Peter Laplaca is a CFP® and ChFC® with 32 years of industry experience. He currently works at Composition Wealth, LLC and has previously held roles at Citi Private Advisory, Boston Private Wealth, SVB Wealth, and First Citizens Investor Services. He is also an adjunct professor at Berkeley College, where he teaches a CFP course. Composition Wealth provides investment management and financial planning services to a wide range of clients, including individuals, trusts, businesses, and retirement plans, employing a primarily long-term approach centered on diversified mutual funds and ETFs combined with fundamental and technical analysis.
Based on Composition Wealth, LLC
Based on Composition Wealth, LLC
Fixed fees generally ranging from $2,000 to $50,000 for standalone financial planning or consulting services
Up to 1.50% annually (generally, may vary based on scope, complexity, asset level, and client relationship)
Account minimum: $500,000 (may be waived at Advisor's discretion) Fee-only: Fixed fees for stand-alone financial planning or consulting services generally ranging from $2,000 to $50,000, may also be fixed or formula-based for ongoing standalone financial planning
Melville, NY
48 S. Service Road, Suite 203
Melville NY 11747
Advisors at this office
2
New York
32 years of industry experience
Composition Wealth, LLC
2024 - Present • 2 years
Melville, NY
First Citizens Investor Services, Inc.
2023 - 2024 • 1 year
New York, NY
SVB Wealth
2021 - 2023 • 2 years
New York, NY
Boston Private Wealth LLC
2020 - 2021 • 1 year
New York, NY
Citi Private Advisory, LLC
2016 - 2020 • 4 years
New York, NY
Berkeley College
2014 - Present • 12 years
New York, NY
Citigroup Global Markets
2007 - 2020 • 13 years
NY
Citicorp Investment Services
2004 - 2007 • 3 years
NY
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