Joseph Soricelli
Joseph Soricelli is a registered investment advisor at Aging Issues Management LLC, based in Hawthorne, NY, with 36 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Aging Solutions Management charges either an hourly rate or a flat fee for financial planning and consulting services. The maximum hourly rate is $400. Flat fees range from $2,500 to $10,000. Payment options include paying in full upfront, making an initial payment with the remainder invoiced, or paying monthly for up to six months.
Location
143 Broadway Suite 110, Hawthorne, NY, 10532
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2012Other Business ActivitiesSells Insurance
Joseph provides investment advisory services through Private Advisor Group and Aging Issues Management LLC, independent investment advisor firms. He also works as a Senior Real Estate Specialist and has a DBA for LPL business, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Aging Issues Management LLC
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Tower Square Securities, INC.Broker
MML Investors Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations8 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.