Joseph Palumbo, financial advisor Reno NV

Joseph Palumbo

CRD Number: 7015443
Current Firm: Fortis Capital Advisors, LLC

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.

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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
Contact Info for Joseph A. Palumbo
Phone Number: (775) 446-4208
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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