Joseph Padellaro (CRD# 6207850) is an Investment Advisor Representative working at Northmont Wealth Management LLC in West Hartford, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gateway Capital Financial Services LLC | Longmeadow, MA | Jan 2023 - Current | 1 |
| Gateway Capital Financial Services LLC | Longmeadow, MA | Oct 2022 - Current | 1 |
| Gateway Capital Financial Services, LLC | Longmeadow, MA | May 2022 - Jan 2023 | < 1 |
| Citibank | New York, NY | May 2021 - Apr 2022 | < 1 |
| J.p. Morgan | New York, NY | Jan 2021 - Apr 2021 | < 1 |
| J.p. Morgan | New York, NY | Jul 2017 - Dec 2020 | 3 |
| J.p. Morgan | New York, NY | Jun 2014 - Jun 2017 | 3 |
| Boston University | Boston, MA | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- CT
- FL
- MA
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$212,115
- 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
CT, FL, MA
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