Joseph Lombardo is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in New York, NY, with 22 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B 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
1095 Avenue of the Americas, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
PNC Investments
PNC InvestmentsBroker
PNC Investments
PNC Capital Markets LLCBroker
PNC Capital Markets LLCBroker
Deutsche Bank Securities INC.Broker
Scudder Investor Services, INC.Broker
Scudder Distributors, INC.Broker
Scudder Investor Services, INC.Broker
Prim Securities, IncorporatedBroker
State Registrations2 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.