Joseph Sileo is a CFA-designated registered investment advisor at Atalanta Sosnoff Capital, LLC, based in New York, NY, with 7 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 186 clients with $5B 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 | 1.00% |
Fees generally range from 0.20% to 1.00% of the value of your portfolio and are individually negotiated with each client.
Fee Estimator
Location
505 Fifth Avenue, 17th Floor, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Atalanta Sosnoff Capital, LLC
Previous Registrations
Atalanta Sosnoff Capital, LLC
Atalanta Sosnoff Management, LLC
State Registrations4 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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