JS
JS

Joseph Sladek

25 Years of Experience
Trumbull, CT

Joseph Sladek is a registered investment advisor at Sladek & Witek, LLP, based in Trumbull, CT, 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 Financial Planning & Coaching, Investment Management. Their firm serves 155 clients with $78M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$78.0M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

115 Technology Drive, Suite B-207, Trumbull, CT, 06611

Get directions

History

Regulatory History
Clean regulatory record

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 is a partner in a CPA firm under the same name and address, dedicating full-time hours to this activity.

Employment History
Current Registrations
Sladek & Witek, LLP
November 2000 - Present · 25 yrs 6 mos
State Registrations1 state
CT
Advisor

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
No exam information available for this advisor.
Joseph Sladek - Financial Advisor | TrueAdvisor