JL
CFP
JL
CFP

Joseph Littky

29 Years of Experience
Palm Beach Gardens, FL

Joseph Littky is a CFP-designated registered investment advisor at Blue Line Capital Advisors, based in Palm Beach Gardens, FL, with 29 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 29 clients with $46M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$46.2M
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Location

4145 Faraday Way, Palm Beach Gardens, FL, 33418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph works as an Emergency Medical Technician, a Reserve Deputy Sheriff, a Manager for Beach City Basketball, and an Adjunct Professor at Palm Beach State College. These activities require a few hours per week to about 10-20% of his time.

Employment History
Current Registrations
Blue Line Capital Advisors
April 2022 - Present · 4 yrs
Previous Registrations
Onegroup Wealth Partners, INC.
February 2020 - April 2022 · 2 yrs 2 mos
Global Trust
September 2016 - November 2019 · 3 yrs 2 mos
Capital Guardian, LLCBroker
August 2009 - August 2016 · 7 yrs
Capital Guardian Wealth Management, LLC
August 2009 - August 2016 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2005 - August 2009 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2005 - August 2009 · 3 yrs 11 mos
Citigroup Global Markets INC.
July 1996 - October 2005 · 9 yrs 3 mos
Citigroup Global Markets INC.Broker
July 1996 - October 2005 · 9 yrs 3 mos
Alex. Brown & Sons IncorporatedBroker
October 1995 - April 1996 · 6 mos
State Registrations1 state
FL
Advisor

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Exams
No exam information available for this advisor.