Joseph Balestra (CRD# 2436107) is an Investment Advisor Representative working at Victory Capital Management Inc. in Sagamore Hills, OH and has over 30 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Victory Capital Advisers | Brooklyn, OH | Nov 2016 - Current | 7 |
| Victory Capital Management | Brooklyn, OH | Jul 2016 - Current | 7 |
| Unemployed | Sagamore Hills, OH | May 2016 - Jun 2016 | < 1 |
| Blackrock Investments, Inc. | New York, NY | Apr 2001 - Apr 2016 | 15 |
| Blackrock Financial Management | New York, NY | Apr 2001 - Apr 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- OH
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Total Assets Under Management151,257MILLIONS
-
Total Number of Accounts2,923ACCOUNTS
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Average Account Value$51,747,210
- 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)
- Other
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, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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