JM
JM
Joseph Mellusi
33 Years of Experience
New York, NY
2 DisclosuresBroker
Joseph Mellusi is a registered investment advisor at Nfsg Corporation, based in New York, NY, with 33 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
211 East 43rd Street, New York, NY, 10017
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2010Settled
Customer Dispute
October 2005Settled
Other Business Activities
Joseph is the CEO of First Colonial Group. He is also the owner of FCG Management, used for expense purposes for the OSJ branch.
Employment History
Current Registrations
Nfsg Corporation
February 2012 - Present · 14 yrs 3 mos
Newbridge Securities CorporationBroker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Maxim Group LLCBroker
November 2008 - December 2011 · 3 yrs 1 mo
Eastbrook Capital Group LLCBroker
January 2007 - November 2008 · 1 yr 10 mos
First Republic Group, LLCBroker
February 1998 - August 2006 · 8 yrs 6 mos
Nichols, Safina, Lerner & CO. INC.Broker
March 1994 - February 1998 · 3 yrs 11 mos
Gruntal & CO. IncorporatedBroker
January 1992 - March 1994 · 2 yrs 2 mos
Gilford Securities IncorporatedBroker
October 1991 - December 1991 · 2 mos
State Registrations49 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
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.