President/managing Member/cco · Diversified Planning Strategies Advisors LLC
John P. Papa
CRD 1834731 · Named on Form ADV at one SEC-registered adviser
At a glance
Diversified Planning Strategies Advisors LLC, an SEC-registered wealth manager based in Roseland, NJ with $154 million in regulatory assets, lists John P. Papa on its Form ADV as President/managing Member/cco, a control person.
Firms and roles
- Diversified Planning Strategies Advisors LLCPresident/managing Member/ccoWealth manager · Roseland, NJ · $154M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.