William Joseph Capital Management,llc

William Joseph Capital Management,llc (CRD# 226535) is a financial advisory firm headquartered in Bristol, CT. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, TX

Financial Advisors at William Joseph Capital Management,llc
Showing 1 - 10 of 11 top financial advisors.
1
Richard J. Knudsen
CRD#: 2879347
210 Red Stone Hill Road, Suite 5, Bristol, CT 06010
93
Wealthminder
score

Richard Knudsen (CRD# 2879347) is an Investment Advisor Representative working at William Joseph Capital Management,llc in Bristol, CT and has over 21 years of experience in the finance industry.

2
Willliam J. McCloskey
CRD#: 4802108
48 South Rd Unit 2, Somers, CT 06071
93
Wealthminder
score

Willliam McCloskey (CRD# 4802108) is an Investment Advisor Representative working at William Joseph Capital Management,llc in Somers, CT and has over 13 years of experience in the finance industry.

3
Matthew T. Sweeney
CRD#: 5705171
210 Red Stone Hill Road, Suite 5, Bristol, CT 06010
93
Wealthminder
score

Matthew Sweeney (CRD# 5705171) is an Investment Advisor Representative working at William Joseph Capital Management,llc in Bristol, CT and has over 8 years of experience in the finance industry.

4
Morgan N. Marx
CRD#: 6595524
712 Parker St., Houston, TX 77007
92
Wealthminder
score

Morgan Marx (CRD# 6595524) is an Investment Advisor Representative working at William Joseph Capital Management,llc in Houston, TX and has over 2 years of experience in the finance industry. Morgan Marx 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.

5
Bryan J. Ricci
CRD#: 6550511
171 Central Street, Bristol, CT 06010
90
Wealthminder
score

Bryan Ricci (CRD# 6550511) is an Investment Advisor Representative working at William Joseph Capital Management,llc in Bristol, CT and has 1 year of experience in the finance industry. Bryan Ricci 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.

6
Dean Anatra
CRD#: 6604951
210 Red Stone Hill Road, Suite 5, Bristol, CT 06010
89
Wealthminder
score

Dean Anatra (CRD# 6604951) is an Investment Advisor Representative working at William Joseph Capital Management,llc in Bristol, CT and has over 2 years of experience in the finance industry.

7
Joseph E. Goss
CRD#: 5115607
210 Red Stone Hill Road, Suite 5, Bristol, CT 06010
89
Wealthminder
score

Joseph Goss (CRD# 5115607) is an Investment Advisor Representative working at William Joseph Capital Management,llc in Bristol, CT and has over 3 years of experience in the finance industry.

8
Charles P. Dufour
CRD#: 1279085
210 Red Stone Hill Road, Suite 5, Bristol, CT 06010
88
Wealthminder
score

Charles Dufour (CRD# 1279085) is an Investment Advisor Representative working at William Joseph Capital Management,llc in Bristol, CT and has 1 year of experience in the finance industry.

9
Rafael E. Paez
CRD#: 5591478
712 Parker St, Houston, TX 77007
88
Wealthminder
score

Rafael Paez (CRD# 5591478) is an Investment Advisor Representative working at William Joseph Capital Management,llc in Houston, TX and has over 2 years of experience in the finance industry.

10
Michael A. Schellinger
CRD#: 6903790
712 Parker St, Houston, TX 77007
87
Wealthminder
score

Michael Schellinger (CRD# 6903790) is an Investment Advisor Representative working at William Joseph Capital Management,llc in Houston, TX and has 1 year of experience in the finance industry.

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