Joseph Siciliano (CRD# 3173532) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Burlington, MA and has over 25 years of experience in the finance industry. Joseph Siciliano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Group | Burlington, MA | Sep 2022 - Current | 1 |
| Wealth Enhancement Advisory Services | Burlington, MA | Sep 2022 - Current | 1 |
| Pinnacle Private Wealth, LLC | Woburn, MA | May 2015 - Sep 2022 | 7 |
| Triad Advisors, LLC | Norcross, GA | Apr 2018 - Oct 2019 | 1 |
| Lpl Financial LLC | Woburn, MA | May 2015 - Apr 2018 | 2 |
| Fidelity Brokerage Services LLC | Merrimack, NH | Oct 2002 - Apr 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- MA
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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