Joseph CinottoCRD Number: 5941888
Current Firm: Macquarie Investment Management Business Trust
Joseph Cinotto (CRD# 5941888) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 11 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Delaware Distributors, LP||Philadelphia, PA||May 2021 - Current||2|
|Macquarie Investment Management||Philadelphia, PA||May 2021 - Current||2|
|Ivy Distributors, Inc.||Shawnee Mission, KS||Dec 2014 - Current||8|
|Waddell & Reed, Inc.||Shawnee Mission, KS||Dec 2014 - Aug 2020||5|
|Arvest Asset Management||Overland Park, KS||Jun 2011 - Nov 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Total Assets Under Management236,027MILLIONS
Total Number of Accounts454ACCOUNTS
Average Account Value$519,883,247
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV
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