Joseph Torelli
Joseph Torelli is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Milwaukee, WI, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
759 North Milwaukee Street, Suite 301, Milwaukee, WI, 53202
Get directionsHistory
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 Activities
Joseph is an associate/employee and branch manager at RJ Milwaukee since 2011, dedicating minimal time. He is also the owner of RJ MKE, LLC since 2024, dedicating about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Princor Financial Services CorporationBroker
Princor Financial Services Corporation
Ing Investment Management CO.
Ing Funds Distributor, LLCBroker
Edward JonesBroker
State Registrations39 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.