Joseph Suozzo
Joseph Suozzo is a registered investment advisor at Eagle Point Investment Advisors, INC., based in Bedford, NH, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plan - Fees are billed at a rate of $300 per hour. The total fee depends on the scope and complexity of the engagement.
- Annual Review of a Financial Plan or Specific Advice - Hourly fees may be charged for an annual review of a financial plan or for specific advice regarding implementation of the planning topic(s) selected, investment techniques and investments in specific securities, insurance products, and other investment vehicles or specific advice.
Location
1 Bedford Farms Dr Ste 100, Bedford, NH, 03110-6524
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 operates under the DBA Eagle Point Investment Advisors, Inc. for his LPL business since September 2021. He is also a Registered Investment Advisor with Eagle Point Investment Advisors Inc., spending minimal time providing financial planning and consulting services.
Employment History
Current Registrations
Eagle Point Investment Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allstate Financial Services, LLCBroker
State Registrations6 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.