Joseph Punio (CRD# 5980594) is an Investment Advisor Representative working at Vivuto, LLC in Washington, DC and has over 11 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vivuto LLC | Washington, DC | Oct 2018 - Current | 5 |
| Morgan Stanley | Las Vegas, NV | Jun 2015 - Oct 2018 | 3 |
| Pnc Investments | Bethesda, MD | Dec 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- DC
- MD
- NV
- VA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts138ACCOUNTS
-
Average Account Value$58,696
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
DC, MD, NV, VA
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