Joseph Cafiso, financial advisor Conshohocken PA
96 score

Joseph Cafiso

CRD Number: 1921137
Current Firm: On Investment Management Co

Joseph Cafiso (CRD# 1921137) is an Investment Advisor Representative working at On Investment Management Co in Conshohocken, PA and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Jul 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Joseph G. Cafiso
Phone Number: 855-262-0913
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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