Joseph Cardello, financial advisor Westport CT

Joseph Cardello

CRD Number: 2492387
Current Firm: Stratos Wealth Advisors LLC

Joseph Cardello (CRD# 2492387) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Westport, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Advisors, LLC Westport, CT Feb 2020 - Current 4
Clapboard Hill Private Wealth Westport, CT Sep 2019 - Jan 2020 < 1
Stratos Wealth Advisors, LLC Westport, CT Sep 2019 - Jan 2020 < 1
First New York Securities New York, NY Aug 2018 - Jun 2019 < 1
Unemployed New York, NY Apr 2018 - Jul 2018 < 1
Commonwealth Bank Australia New York, NY Dec 2012 - Mar 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Joseph J. Cardello
Phone Number: (440) 519-2500
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    4,215
    MILLIONS
  • Total Number of Accounts
    12,529
    ACCOUNTS
  • Average Account Value
    $336,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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