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Salvatore Vincent Lupo

Nylife Distributors LLC

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About Salvatore Vincent Lupo

Salvatore Vincent Lupo is a financial professional with over 20 years of experience in the industry. Salvatore is currently registered with Nylife Distributors LLC and has a Series 7, Series 63, Series 26, and SIE license. Previously, Salvatore was employed by firms like Ameriprise Financial Services, LLC, NYLIFE SECURITIES LLC, UBS Financial Services Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Salvatore has a strong track record of providing financial advice and guidance to clients.

Firm Information

Salvatore Lupo is currently registered with Nylife Distributors LLC. Nylife Distributors LLC is a Limited Liability Company that was formed in October 2003. The company is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

300

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Salvatore Lupo’s Registration & Firm History

NY

01/06/2023 - Present

Nylife Distributors LLC (NEW YORK NY)

NY

10/22/2021 - 11/30/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Jericho NY)

NY

12/03/2015 - 10/21/2021

NYLIFE SECURITIES LLC (NEW YORK NY)

NY

04/14/2015 - 09/04/2015

NYLIFE SECURITIES LLC (NEW YORK NY)

NJ

01/08/2001 - 04/19/2013

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

MN

12/09/1998 - 01/11/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/09/1998 - 01/11/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/07/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Salvatore Vincent Lupo.
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