Joseph Ferrara (CRD# 5050630) is an Investment Advisor Representative working at Gateway Investment Advisers, LLC in Boston, MA and has over 2 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gateway Investment Advisers, LLC | Cincinnati, OH | Jul 2022 - Current | 1 |
| Natixis Global Asset Management | Boston, MA | Aug 2017 - Jul 2022 | 4 |
| Meketa Investment Group | Westwood, MA | Aug 2014 - Aug 2017 | 3 |
| Wellington Management Company | Boston, MA | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2021 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- MA
-
Total Assets Under Management8,828MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$226,352,450
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, NJ, OH
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