Joseph Salamo is a CFP, PFS-designated registered investment advisor, based in New York, NY, with 43 years of industry experience.
Location
555 Fifth Avenue 9th Floor, Suite 900, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an independent insurance agent and also owns a tax preparation/accounting business, dedicating full-time hours to the latter. He also works as a real estate sales associate, but spends minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Aegis Capital CORP.Broker
Yankee Financial Group, INC.Broker
Wise Planning CORP.Broker
Wise Planning CORP.Broker
Mony Securities CORP.Broker
State Registrations13 states
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