Joseph Antonelli
Joseph Antonelli is a CFA-designated registered investment advisor at Cetera Investment Advisers LLC, based in Charlottesville, VA, with 37 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
889 Rio Ct, Suite A, Charlottesville, VA, 22906
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2017Other Business Activities
Joseph operates Wilkinson Wealth Management and Investment Advisory Services, LLC as a DBA for his LPL business since 2019. He also provides investment advisory services through Private Advisor Group as a Registered Investment Advisor, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
The Capital Management Corporation
MML Investors Services, LLC
MML Investors Services, LLCBroker
Flippin Bruce & Porter INC
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Wheat, First Securities, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.