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 2 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, TX

Financial Advisors at William Joseph Capital Management,llc
Showing 1 - 8 of 8 top financial advisors.
1
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.

2
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.

3
Rafael E. Paez
CRD#: 5591478
712 Parker St, Houston, TX 77007
90
Wealthminder
score

Rafael Paez (CRD# 5591478) 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.

4
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.

5
Joseph E. Goss
CRD#: 5115607
210 Red Stone Hill Road, Suite 5, Bristol, CT 06010
88
Wealthminder
score

Joseph Goss (CRD# 5115607) 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.

6
Dean Anatra
CRD#: 6604951
210 Red Stone Hill Road, Suite 5, Bristol, CT 06010
87
Wealthminder
score

Dean Anatra (CRD# 6604951) 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.

7
Morgan N. Marx
CRD#: 6595524
712 Parker St., Houston, TX 77007
87
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.

8
David L. Cowan
CRD#: 1445632
North Haven, CT
73
Wealthminder
score

David Cowan (CRD# 1445632) is an Investment Advisor Representative working at William Joseph Capital Management,llc in North Haven, CT and has over 31 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.