Joseph Vita
Joseph Vita is a registered investment advisor at Cetera Investment Advisers LLC, based in Stoneham, MA, with 54 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
91 Montvale Ave, Stoneham, MA, 02180
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Regulatory History (1)
Financial
August 2019Other Business ActivitiesSells Insurance
Joseph sells fixed insurance products with various companies, dedicating a few hours per week. He is also an investment advisor representative with Winchester Financial Group, offering investments, financial planning, and insurance, which takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
LPL Financial LLCBroker
LPL Financial LLC
Trilogy Capital, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
JonestradingBroker
Spear, Leeds & Kellogg, L.P.Broker
Adams, Harkness & Hill, INC.Broker
A B D Securities CorporationBroker
Josephthal & CO., IncorporatedBroker
Cantella & CO INCBroker
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.