Joseph Wilson, financial advisor Shelton CT
93 score

Joseph Wilson

CRD Number: 5950116
Current Firm: Ast Investment Services, Inc.

Joseph Wilson (CRD# 5950116) is an Investment Advisor Representative working at Ast Investment Services, Inc. in Shelton, CT and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Prudential Annuities Distributors, Inc. Dresher, PA May 2012 - Current 5
Prudential Insurance Company Of America Dresher, PA May 2012 - Current 5
Hartford Horsham, PA Sep 2011 - May 2012 < 1
Axa Advisors LLC New York, NY Aug 2011 - Sep 2011 < 1
Unemployed Doylestown, PA May 2011 - Aug 2011 < 1
Bankers Life & Casualty King Of Prussia, PA Jan 2011 - Apr 2011 < 1
University Of Richmond Richmond, VA Jan 2010 - Dec 2010 < 1
Unemployed Horsham, PA Feb 2009 - Dec 2009 < 1
Nutrisystem, Inc. Horsham, PA Nov 2007 - Feb 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Joseph E. Wilson
Phone Number: 973-367-6608
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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