Joseph Campedelli (CRD# 7545630) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Newton, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Lion Street Financial, LLC | Newton, MA | Apr 2022 - Current | 2 |
Sapers & Wallack | Newton, MA | Apr 2022 - Current | 2 |
Unemployed | Cohasset, MA | Aug 2021 - Apr 2022 | < 1 |
Vpne Parking Solutions | Boston, MA | May 2021 - Aug 2021 | < 1 |
Boston College | Chestnut Hill, MA | Aug 2017 - May 2021 | 3 |
Vpne Parking Solutions | Boston, MA | May 2018 - Aug 2019 | 1 |
Unemployed | Cohasset, MA | Jun 2017 - Aug 2017 | < 1 |
Cohasset Middle High School | Cohasset, MA | Jan 2013 - Jun 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- MA
-
Total Assets Under Management2,753MILLIONS
-
Total Number of Accounts14,675ACCOUNTS
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Average Account Value$187,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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