Chelly Joseph, financial advisor Bonita Springs FL

Chelly Joseph

CRD Number: 5062458
Current Firm: Gradient Wealth Management

Chelly Joseph (CRD# 5062458) is an Investment Advisor Representative working at Gradient Wealth Management in Bonita Springs, FL and has over 14 years of experience in the finance industry.

Similar Advisors
Jason Abbamonte, financial advisor Bonita Springs FL
Jason M. Abbamonte
CRD# 5535997
Charles Schwab & Company, Inc.
Similar Advisors
Albert Abdo, financial advisor Bonita Springs FL
Albert Abdo
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Thomas Abood, financial advisor Bonita Springs FL
Thomas G. Abood
CRD# 2305670
Truist Advisory Services, Inc.
Company Name Location Dates Years
Pace Wealth Management, Inc. Bonita Springs, FL Nov 2019 - Current 2
Gradient Securities, LLC Arden Hills, MN Jul 2018 - Current 3
Legacy Tax Consultants, Inc. Ft Myers, FL Jan 2019 - Nov 2019 < 1
Transamerica Financial Advisors, Inc. Fort Myers, FL May 2017 - Jul 2018 1
World Financial Group, Inc. Fort Myers, FL May 2017 - Jul 2018 1
Chelly Joseph Bielecki, Inc. Fort Myers, FL Dec 2017 - Apr 2018 < 1
Valic Financial Advisors, Inc. Venice, FL Apr 2013 - Apr 2017 4
Coastal Cleaning, LLC Fort Myers, FL Jan 2013 - Jun 2014 1
Fifth Third Securities Cape Coral, FL Mar 2012 - Mar 2013 1
Fifth Third Bank Fort Myers, FL Feb 2012 - Mar 2013 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ft. Myers, FL Oct 2006 - Feb 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Chelly Joseph
Phone Number: 866-991-1539
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    325
    MILLIONS
  • Total Number of Accounts
    3,218
    ACCOUNTS
  • Average Account Value
    $101,090
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Chelly Joseph and other advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.