Joseph Haley, financial advisor Fremont CA
93 score

Joseph Haley

CRD Number: 6133632
Current Firm: Silicon Private Wealth, LLC

Joseph Haley (CRD# 6133632) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in Fremont, CA and has over 5 years of experience in the finance industry.

Similar Advisors
Jennifer Davis, financial advisor Fremont CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Similar Advisors
George Salter II, financial advisor Fremont CA
George A. Salter II
CRD# 4512665
Blossom Wealth Management, LLC
Similar Advisors
Shijun Liu, financial advisor Fremont CA
Shijun Liu
CRD# 5793035
Parker Investment Management, LLC
Company Name Location Dates Years
Silicon Private Wealth, LLC Danville, CA Mar 2017 - Current 1
E*trade Securities LLC San Francisco, CA Apr 2016 - Mar 2017 < 1
E*trade Capital Management LLC San Francisco, CA Apr 2016 - Mar 2017 < 1
Bank Of America, N.a. Berkeley, CA May 2013 - Apr 2016 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Berkeley, CA Oct 2012 - Apr 2016 3
Unemployed Danville, CA Jan 2012 - Sep 2012 < 1
Cdi Corporation Philadelphia, PA Dec 2010 - Dec 2011 1
Strategic Staffing Solutions Detroit, MI Apr 2010 - Nov 2010 < 1
Unemployed Danville, CA Nov 2009 - Mar 2010 < 1
Hicks Consulting Group Walnut Creek, CA Sep 2009 - Oct 2009 < 1
Matrix Resources Atlanta, GA Jun 2007 - Aug 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Joseph D. Haley
Phone Number: 408-645-6790
Registered State(s):
  • CA
Current Firm Details
Silicon Private Wealth, LLC
Firm's CRD Number: 284145
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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


Ready to hire a financial advisor? Get competitive proposals from Joseph Haley and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.