Joseph Dipasquale
Joseph Dipasquale is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Glastonbury, CT, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
140 Hebron Ave, Suite 100, Glastonbury, CT, 06033
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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 an insurance agent with Avantax Insurance Agency/Services, a financial advisor with Retire Safety First LLC (spending nearly full-time on this), an agent offering Medicare health plans, and sells/services fixed indexed annuities. He dedicates about half his time to selling/servicing indexed annuities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Symetra Securities, INC.Broker
Pruco Securities, LLC.Broker
Hartford Equity Sales Company INC.Broker
Metlife Investors Distribution CompanyBroker
Tower Square Securities, INC.Broker
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.