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.
CRD# 2637653
Wells Fargo Advisors
CRD# 1538140
Lpl Financial LLC
CRD# 854692
Aps Wealth Management, LLC
| 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 |
- CT
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Total Assets Under Management4,215MILLIONS
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Total Number of Accounts12,529ACCOUNTS
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Average Account Value$336,408
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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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