Joseph SturnioloCRD Number: 1094557
Current Firm: Sturniolo Joseph S & Associates Inc.
Joseph Sturniolo (CRD# 1094557) is an Investment Advisor Representative working at Sturniolo Joseph S & Associates Inc. in Denver, CO and has over 39 years of experience in the finance industry. Joseph Sturniolo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Geneos Wealth Managment Inc.||Denver, CO||Jan 2006 - Current||16|
|Sturniolo Joseph & Associates||Denver, CO||Oct 1995 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1982|
|S65||NASAA Investment Advisors Law Examination||Dec 1993|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management3MILLIONS
Total Number of Accounts63ACCOUNTS
Average Account Value$45,308
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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