Joseph Pessetto, financial advisor Raleigh NC

Joseph Pessetto

CRD Number: 3083013
Current Firm: Cypress Capital Advisors, LLC

Joseph Pessetto (CRD# 3083013) is an Investment Advisor Representative working at Cypress Capital Advisors, LLC in Raleigh, NC and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Cypress Capital Advisors, LLC Franklin, TN Sep 2018 - Current 5
Wells Fargo Clearing Services, LLC Washington, DC Nov 2016 - Sep 2018 1
Wells Fargo Advisors LLC Washington, DC May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Joseph P. Pessetto
Phone Number: 615-467-6075
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    271
    MILLIONS
  • Total Number of Accounts
    1,216
    ACCOUNTS
  • Average Account Value
    $222,638
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, MD, NC, NH, TN, TX, VA

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