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Philip S

Series 65, Series 63

Leland, NC

Disciplined Portfolio Solutions LLC

Philip Sparacino is the sole advisor at Disciplined Portfolio Solutions LLC in Leland, NC, holding Series 63 and Series 65 licenses with 14 years at the firm and a total of 4 years in the industry. Disciplined Portfolio Solutions LLC manages approximately $230.7 million for 58 clients, primarily individuals and high-net-worth individuals, as well as pension plans and corporate entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build portfolios and employs a range of strategies including long- and short-term trading, short sales, margin transactions, and options writing, primarily operating with a predominantly non-discretionary asset base.

Options & derivatives strategies Active portfolio management
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