Joseph Robostello is a CFP, ChFC-designated registered investment advisor, based in Philadelphia, PA, with 18 years of industry experience.
Location
1818 Market St, Suite 3232, Philadelphia, PA, 19103
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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 provides investment advisory services through Levy Wealth Management Group, LLC (since 2020) and Wealth Enhancement Advisory Services (since 2024), dedicating full-time hours to each. He also engages in non-variable insurance activities and real estate rental, dedicating minimal time to each.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Levy Wealth Management Group
LPL Financial LLCBroker
LPL Financial LLC
Lockwood Advisors INC
Pershing LLCBroker
State Registrations19 states
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