Joseph Petracca (CRD# 5651037) is an Investment Advisor Representative working at Santander Securities in Woodbridge, NJ and has over 15 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Santander Securities, LLC | Dorchester, MA | Jan 2023 - Current | 1 |
| Santander Bank, Na | Boston, MA | May 2017 - Current | 7 |
| Santander Securities, LLC | Dorchester, MA | May 2017 - Jan 2023 | 5 |
| Bank Of America, N.a. | Florham Park, NJ | Jun 2016 - Mar 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park, NJ | Jun 2015 - Mar 2017 | 1 |
| San Marzano LLC | Westfield, NJ | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- NJ
-
Total Assets Under Management2,130MILLIONS
-
Total Number of Accounts9,813ACCOUNTS
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Average Account Value$217,092
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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