Joseph Fondacaro (CRD# 2407635) is an Investment Advisor Representative working at Seven Hills Capital Advisors in Cincinnati, OH and has over 29 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seven Hills Capital Advisors LLC | Cincinnati, OH | Mar 2015 - Current | 9 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Jun 2017 - Oct 2020 | 3 |
| Triad Advisors, Inc. | Norcross, GA | Jan 2009 - Jun 2017 | 8 |
| Main Street Family Advisors, Inc. | Cincinnati, OH | Feb 2009 - Mar 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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Total Assets Under Management92MILLIONS
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Total Number of Accounts345ACCOUNTS
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Average Account Value$267,867
- 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
OH, TX
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