Joseph Downey, financial advisor Garden City NY

Joseph Downey

CRD Number: 3053673
Current Firm: Private Client Asset Management, Inc.

Joseph Downey (CRD# 3053673) is an Investment Advisor Representative working at Private Client Asset Management, Inc. in Garden City, NY and has over 25 years of experience in the finance industry. Joseph Downey 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.

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Professional Designations
Company Name Location Dates Years
American Portfolios Finanical Services, Inc. Holbrook, NY Mar 2011 - Current 13
Private Client Asset Management Garden City, NY Apr 2008 - Current 15
Annuity Express Brokerage Garden City, NY Apr 2009 - Apr 2022 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Jul 2005
Disclosure Information

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
Contact Info for Joseph L. Downey
Phone Number: 516-280-4622
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    134
    MILLIONS
  • Total Number of Accounts
    524
    ACCOUNTS
  • Average Account Value
    $256,568
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
Types of Clients
Registered States

CA, FL, IL, NJ, NY, TX, VA

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