Joseph Dagostino, financial advisor Charlotte NC

Joseph Dagostino

CRD Number: 1288016
Current Firm: Westend Advisors, LLC

Joseph Dagostino (CRD# 1288016) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Dynasty Financial Partners, LLC St. Petersburg, FL Oct 2020 - Current 3
Westend Advisors, LLC Charlotte, NC Sep 2015 - Current 8
American Century Investment Services, Inc. Kansas City, MO Dec 2012 - Sep 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Feb 2018
Contact Info for Joseph N. Dagostino
Phone Number: 704-556-9300
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,457
    MILLIONS
  • Total Number of Accounts
    3,525
    ACCOUNTS
  • Average Account Value
    $413,373
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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