Joseph Maniscalco
Joseph Maniscalco is a registered investment advisor at Csi Group Advisors, LLC, based in Staten Island, NY, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CSI Group Advisors charges a quarterly fee for investment management, not to exceed 2.50% annually. The exact fee is negotiable based on the scope and complexity of services, assets managed, and the overall client relationship. Clients receive statements from the custodian detailing account holdings, transactions, and fees. Fees are exclusive of brokerage and transaction costs.
Location
3996 Amboy Rd, Staten Island, NY, 10308
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Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Joseph sells non-variable insurance products since January 2024. This takes about 10-20% of his time, with a couple of hours during trading hours.
Employment History
Current Registrations
Csi Group Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Buckman, Buckman & Reid, INC.Broker
Empire Asset Management CompanyBroker
Joseph Stevens & Company, INC.Broker
State Registrations5 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.