Joseph Palumbo (CRD# 7015443) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in Reno, NV and has over 3 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortis Capital Advisors, LLC | Armonk, NY | Jan 2021 - Current | 2 |
| Truvium Capital Partners, LLC | Armonk, NY | Jan 2021 - Current | 2 |
| Guardian Life Insurance Company | Roslyn, NY | Jan 2019 - Jan 2021 | 2 |
| Park Avenue Securities | Roslyn, NY | Jan 2019 - Jan 2021 | 2 |
| Truvium Financial Group | Armonk, NY | Sep 2018 - Jan 2021 | 2 |
| Rye And Oakland Beach | Rye, NY | May 2018 - Sep 2018 | < 1 |
| Student At Arizona State University | Tempe, AZ | Aug 2014 - May 2018 | 3 |
| Rye And Oakland Beach | Rye, NY | Jun 2014 - Aug 2014 | < 1 |
| Somers High School | Somers, NY | Sep 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2020 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- NY
-
Total Assets Under Management245MILLIONS
-
Total Number of Accounts740ACCOUNTS
-
Average Account Value$331,495
- 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)
- Educational seminars/workshops
CA, CT, FL, KS, MA, MD, NC, NJ, NV, NY, OR, PA, SC
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