Joseph Gravini is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Albany, NY, with 26 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4 Tower Pl, Fl 9, Albany, NY, 12203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a basketball referee, officiating high school games, dedicating minimal time. He also serves as Chair of the Finance Committee Member for the Albany Symphony Orchestra, spending a few hours per week overseeing finances, budget, and investments.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations38 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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