Joseph Lopresti has been President, Owner of Arlington Capital Management since July 2004, is a control person of the firm and directly owns 75% or more of it.
Arlington Capital Management, Inc. is an Arlington Heights, IL firm with $236M under management, 226 clients and 3 advisers in one office, as of its March 2026 filing.
Joseph LoPresti is Founder and CEO of Arlington Wealth Management. His career, spanning over 38 years, includes 15 years working for other investment firms before he founded the firm. He is the author of Empowered Investing: Strategies for Proactive Investors.
- Arlington Wealth ManagementCurrent– present · 26 yearsArlington Heights, IL · Adviser representative · Firm CRD 114801
Investment adviser representative registrations
Joseph Lopresti is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2000; the most recent is Texas, in April 2014.
- IllinoisSince 7 August 2000
- TexasResidentSince 1 April 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 1998 |
| Series 24 | General Securities Principal Examination | 1 June 1998 |
| Series 3 | National Commodity Futures Examination | 30 November 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 December 1987 |
| Series 7 | General Securities Representative Examination | 19 October 1985 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 July 1985 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph Frank Lopresti
- CRD
- 1386168
- Firm
- Arlington Capital Management · CRD 114801
- Role
- President, Owner
- Office
- 21 S. EVERGREEN AVENUE, SUITE 100, Arlington Heights, IL 60005-7800
- Registration
- Investment adviser registration
- In the industry since
- July 1985
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arlington-wealth.com
Where does Joseph Lopresti work?
Joseph Lopresti has been President, Owner of Arlington Capital Management, Inc. since July 2004, and is a control person of the firm.
Is Joseph Lopresti a financial advisor?
Yes. Joseph Lopresti has a current investment-adviser registration in Illinois and Texas, through Arlington Capital Management since August 2000.
How many years of experience does Joseph Lopresti have?
Joseph Lopresti has 41 years in the financial industry, since July 1985, across 1 adviser firm.
What exams has Joseph Lopresti passed?
Joseph Lopresti has passed 6 licensing exams: the Series 6, Series 7, Series 63, Series 3, Series 24 and Series 65. The earliest, the Series 6, was passed in July 1985.
Where is Joseph Lopresti based?
Joseph Lopresti’s registered office is in Arlington Heights, IL.
Is Joseph Lopresti registered with FINRA?
No. Joseph Lopresti has no current broker registration.
How can I verify Joseph Lopresti’s record?
Search CRD 1386168 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Lopresti’s full registration record.
