Joseph Daddario is a registered investment advisor, based in Schenectady, NY, with 30 years of industry experience.
Location
Schenectady, NY
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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 →Other Business ActivitiesSells Insurance
Joseph is involved in tax preparation and accounting since 1996, dedicating about 10-20% of his time. He also owns and manages multiple rental properties and is a sales representative selling insurance through Avantax Insurance Agency, spending minimal time on each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations10 states
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