Joseph PalumboCRD 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.
Prime Capital Investment Advisors, LLC
Cunningham Investment Management, LLC
Trident Capital Advisors, LLC
|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|
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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