National Retirement Planning Experts

National Coverage
Local Professionals

Joseph G. Salpietro,ChFC®

XPYRIA Investment Advisors

603 Stanwix Street
Ste. 1850

Pittsburgh, PA 15222
(412) 2323310

The Wealth of Experience

About XPYRIA Investment Advisors

Established in 1990, XPYRIA is a privately-held, independent registered investment advisor dedicated to investment research, financial management, and planning.

From our inception, XPYRIA's mission has been to raise the bar on standard industry practices by applying a consultative model that is free from conflicts of interest and involves a higher level of research-based financial expertise to thoroughly investigate, implement, and monitor an effective investment program. Paramount to our approach is the protection we provide to clients as a fiercely independent, informed advocate.

Leveraging our extensive investment consulting expertise, seasoned financial professionals, and industry-leading resources, XPYRIA continues to provide the highest level of investment management and financial guidance to our clients.

General Information

Firm Start Year

1990

No.of Employees

10-19

CRD#

2857692

Firm CRD#

106438

States Licensed in

PA, MD

Years of Experience in Financial Services

28

Number of Years with Current Firm

20

I work with the following types of clients

Union, Taft-Hartley, Businesses, Individual Investors, Non-Profit Organizations, Government

Services

Investment Types

Alternative Investments, Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, Via email, At your home, At my office, At your office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Consultant (ChFC®)

Securities Licenses

Series 63, Series 65

Firm Information

Firm's Number of Clients

250

Firm's Number of Planning Clients

250

Firm's Number of Managed Clients

250

Assets Managed by Firm

~ $600,000,000

Assets Managed by Advisor

~$250,000,000

Compensation and Fees

Fee Structure

I am a Fee-Only financial professional

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Hourly

Education

Chartered Financial Consultant (ChFC®) - Financial Planning

American College
-

Bachelor Degree - Business and Economics

University of Pittsburgh
-

MBA - Finance

Duquesne University
-

Disclaimer

Individuals who engage our Firm for financial planning or other related financial projects, which have a limited duration, are not listed above.