Joseph Celiberti (CRD# 5456961) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Danbury, CT and has over 16 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Osaic Fa, Inc.
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Danbury, CT | Feb 2019 - Current | 5 |
Stratos Wealth Partners, Ltd | Danbury, CT | Feb 2019 - Current | 5 |
Mml Investors Services, LLC | Stamford, CT | Mar 2017 - Feb 2019 | 1 |
Mass Mutual Life Insurance Company | Stamford, CT | Jul 2016 - Feb 2019 | 2 |
Metlife Securities Inc. | Stamford, CT | Jun 2010 - Mar 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- CT
- FL
- OH
-
Total Assets Under Management12,533MILLIONS
-
Total Number of Accounts37,396ACCOUNTS
-
Average Account Value$335,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.