Gregory
Crupi

Alphastar Capital Management, LLC

CRD#6173511
Investment Advisor
in Cornelius, NC

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About this Advisor

Gregory Crupi is a financial advisor operating in Cornelius, North Carolina, with a total of 3 years of industry experience. Crupi is currently employed by Alphastar Capital Management, LLC. During their career, the advisor has held roles at Bankers Life & Casualty, Proequities, Inc, Bankers Life Securities, Inc, Assurance Group, Alphastar Capital Management, LLC and Thrive Financial, LLC. Crupi has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Maine and Massachusetts. Alphastar Capital Management, LLC is a financial advisory company headquartered in Cornelius, NC. It has offices in 82 locations and a total of 128 financial advisors. It administers $2 billion in assets under management among its 13,326 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 13,326 accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. Alphastar Capital Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management vary depending on the services. Fees billed by Alphastar Capital Management, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

19520 West Catawba Avenue Suite 112
Cornelius, NC 28031

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Alphastar Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,450,962,289

NC Average: $3,625,019,099
Total Number of Employees

128

NC Average: 22
Total Number of Accounts

13,326

NC Average: 1,917
Average Account Size

$108,882

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Gregory Crupi Work History

Gregory has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Alphastar Capital Management, LLC

2020 - Present (4 years)

Thrive Financial, LLC

2018 - 2020 (2 years)

Assurance Group

2016 - 2018 (2 years)

Bankers Life Securities, Inc

2013 - 2016 (3 years)

Proequities, Inc

2010 - 2018 (8 years)

Bankers Life & Casualty

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregory Crupi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alphastar Capital Management, LLC

Jeffrey Headrick
Wilmington, NC
Daniel Happ
Phoenix, AZ
Michael Boggiano
Boca Raton, FL
Jon Yancey
Concord, NC
Lukas Smith
Goodlettsville, TN
David Perez
Cornelius, NC
Jeffrey Atchison
Abilene, TX
Brice Payne
Cornelius, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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