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.

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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
    15
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $265,643
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

CA, FL

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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