Joseph Palmucci (CRD# 4264403) is an Investment Advisor Representative working at Waddell & Reed in Hamden, CT and has over 20 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 5911611
Northwestern Mutual Investment Services,llc
CRD# 5623606
Citizens Investment Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Daniel Guerra | Hamden, CT | Jan 2018 - Current | 3 |
| Daniel Guerra LLC | Madison, CT | Jan 2018 - Current | 3 |
| The Amity Club Of New Haven | New Haven, CT | Jun 2016 - Current | 4 |
| City Of Shelton | Shelton, CT | Feb 2016 - Current | 4 |
| Waddell & Reed, Inc. | Hamden, CT | May 2010 - Current | 10 |
| Various Insurance Carriers For W&r Insurance Agencies | Shelton, CT | May 2010 - Current | 10 |
| The Friends Of Jimmy Miller Inc. | New Haven, CT | Jul 2011 - Oct 2020 | 9 |
| The Amity Club Of New Haven | New Haven, CT | Jun 2016 - Jul 2016 | < 1 |
| City Of Shelton | Shelton, CT | Jul 2013 - Nov 2015 | 2 |
| Shelton Land Conservation Trust, Inc. | Shelton, CT | Apr 2008 - Sep 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2005 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- CT
- FL
- GA
- NC
- PA
- RI
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Total Assets Under Management26,947MILLIONS
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Total Number of Accounts180,314ACCOUNTS
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Average Account Value$149,446
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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