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Shelley M D'imperio

Blbb Advisors

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About Shelley M D'imperio

Shelley M. D'imperio is an investment advisor representative with Blbb Advisors in Montgomeryville, Pennsylvania. Shelley has been in the securities industry since February 2006 and is licensed as an investment advisor in Pennsylvania. Shelley holds the Series 65 and SIE exams. Shelley specializes in providing financial planning, pension consulting, and educational seminars to individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Blbb Advisors provides portfolio management for individuals, financial planning, pension consulting, and educational seminars.

Firm Information

Shelley D'imperio is currently registered with Blbb Advisors. Blbb Advisors is an investment advisor registered with the SEC. The firm has been providing financial planning, pension consulting, and educational seminars to clients since its founding. They also offer selection of other advisors and portfolio management for individuals. Blbb Advisors manages approximately $2.3 billion in assets for a diverse client base, including individuals, corporations, pension plans, and charitable organizations.
Blbb Advisors

103 MONTGOMERY AVENUE

MONTGOMERYVILLE, PA 18936

$2.30B

Assets Under Management

Not reported

Total Clients

12

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shelley D'imperio’s Registration & Firm History

PA

09/24/2019 - Present

Blbb Advisors (MONTGOMERYVILLE PA)

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Licenses & Designations

IA

Issued 01/14/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shelley M D'imperio.
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