Joseph Palmucci, financial advisor Hamden CT

Joseph Palmucci

CRD Number: 4264403
Current Firm: Waddell & Reed

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.

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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
Contact Info for Joseph J. Palmucci
Phone Number: 913-236-2000
Registered State(s):
  • CT
  • FL
  • GA
  • NC
  • PA
  • RI
By the Numbers
  • Total Assets Under Management
    26,947
    MILLIONS
  • Total Number of Accounts
    180,314
    ACCOUNTS
  • Average Account Value
    $149,446
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV, WY

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