Joseph Sorisi (CRD# 6593830) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Port Jefferson Station, NY and has over 6 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | Roslyn, NY | May 2023 - Current | 1 |
| S5 Management, LLC | Glen Head, NY | Dec 2019 - Mar 2023 | 3 |
| Jp Morgan Securities LLC | New York, NY | May 2017 - Mar 2023 | 5 |
| Jp Morgan Chase Bank | New York, NY | May 2017 - Mar 2023 | 5 |
| New York Life Insurance Company | Lake Success, NY | Jul 2016 - May 2017 | < 1 |
| Long Island University: C.w. Post | Brookville, NY | Sep 2015 - Dec 2016 | 1 |
| Drouzas Real Estate Development Corp. | Long Island City, NY | Jan 2015 - Jun 2016 | 1 |
| Northwestern Mutual Investment Services LLC | Melville, NY | Dec 2015 - Apr 2016 | < 1 |
| Drouzas Real Estate Development Corp. | Jacksonville, FL | Jan 2014 - Jan 2015 | 1 |
| Florida Coastal School Of Law | Jacksonville, FL | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- NY
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Total Assets Under Management40,516MILLIONS
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Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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