Joseph Decarolis (CRD# 1824283) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 32 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Advisory, LLC | Andover, MA | Apr 2016 - Current | 8 |
| Mml Investors Services, Inc. | Boston, MA | Aug 1991 - Current | 32 |
| Nasachusetts Mutual Life Ins. Company | Boston, MA | Oct 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
- MA
-
Total Assets Under Management15,388MILLIONS
-
Total Number of Accounts30,287ACCOUNTS
-
Average Account Value$508,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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