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JM
CFP
JM
CFP

Joseph Marasciullo

Unfcu Advisors LLC
36 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Joseph Marasciullo is a CFP-designated registered investment advisor at Unfcu Advisors LLC, based in New York, NY, with 36 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.

Unfcu Advisors LLC
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$30.4M

Fee Structure

Investment management only (planning not offered)

UNFCU Advisors charges a nominal flat annual fee to its single client for discretionary investment management services. The fee is paid in advance directly rather than being deducted from the custodial account. Because UNFCU Advisors is no longer accepting new clients, it does not publish a standard fee schedule for individual investors.

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Location

2 Un Plaza, 3rd Floor, New York, NY, 10017

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History

Regulatory History (1)
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Regulatory
October 1994
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph is a board member for Finances for the Fearless, managing director for United Nations Federal Credit Union Advisors GmbH, president of United Nations Federal Credit Union Advisors, an agent for Industrial Coverage, an investment professional for Copper Financial, and FVP Deposit Products Officer for United Nations Federal Credit Union. He dedicates nearly full-time hours to his roles at United Nations Federal Credit Union and Copper Financial.

Employment History
Current Registrations
Unfcu Advisors LLC
August 2018 - Present · 8 yrs 2 mos
Copper Financial
April 2018 - Present · 8 yrs 6 mos
Copper FinancialBroker
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2014 - May 2018 · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
November 2014 - May 2018 · 3 yrs 6 mos
Amerivest Investment Management, LLC
January 2011 - October 2014 · 3 yrs 9 mos
TD Ameritrade, INC.
January 2011 - October 2014 · 3 yrs 9 mos
TD Ameritrade, INC.Broker
January 2011 - October 2014 · 3 yrs 9 mos
Citigroup Global Markets INC.
May 2007 - March 2009 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
May 2007 - March 2009 · 1 yr 10 mos
Citicorp Investment Services
November 2004 - May 2007 · 2 yrs 6 mos
Citicorp Investment Services
August 2004 - October 2004 · 2 mos
Citicorp Investment ServicesBroker
September 1993 - May 2007 · 13 yrs 8 mos
Advanced Equity Group, INC.Broker
December 1992 - April 1993 · 4 mos
Prentice - Dominick Securities, INC.Broker
June 1992 - December 1992 · 6 mos
Ras Securities CORP.Broker
January 1992 - June 1992 · 5 mos
Alfred Securities, INC.Broker
May 1990 - January 1992 · 1 yr 8 mos
Paragon Capital CorporationBroker
November 1988 - May 1990 · 1 yr 6 mos
Greentree Securities CORP.Broker
January 1988 - December 1988 · 11 mos
Brooks Weinger Robbins & Leeds INC.Broker
August 1987 - December 1987 · 4 mos
State Registrations4 states
CTMENJNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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