Joseph Bartumioli
Joseph Bartumioli is a registered investment advisor at Raymond James & Associates, INC., based in Woodbury, NY, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
135 Crossways Park Drive, Suite 104, Woodbury, NY, 11797
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2000Customer Dispute
January 2000Other Business Activities
Joseph oversees the publishing of his son's music under "awkward handshakes music" and encourages his cousin's business venture, "Good Egg", dedicating minimal time to each. He also acts as a Trustee/Successor Trustee, ensuring the transfer of two homes to beneficiaries after their passing, also requiring minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 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.