Joseph Morelli
Joseph Morelli is a registered investment advisor at Lincoln Investment, based in Woodbridge, VA, with 35 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
3182 Golansky Blvd., Suite #201, Woodbridge, VA, 22192
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2025Customer Dispute
August 2014Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Royal Alliance Associates, INC.Broker
Triple Check Financial Services, INC.Broker
State Registrations19 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.
Exams
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