Joseph Ventura, financial advisor Loudonville NY

Joseph Ventura

CRD Number: 1449623
Current Firm: Eden Advisory Services, LLC

Joseph Ventura (CRD# 1449623) is an Investment Advisor Representative working at Eden Advisory Services, LLC in Loudonville, NY and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Cfd Investments Inc. Kokomo, IN Jan 2013 - Current 9
Creative Financial Designs Inc. Kokomo, IN Jan 2013 - Current 9
All Square Wealth Mgmt Cohoes, NY Mar 2011 - Nov 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S66 NASAA Uniform Combined State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination Feb 2016
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph A. Ventura
Phone Number: (518) 312-2537
Firm Website: http://www.edenasc.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    21
    MILLIONS
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $212,000
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

NY

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