Joseph Iraci
Joseph Iraci is a registered investment advisor at Phoenix-Veritas Wealth Management, based in Staten Island, NY, with 16 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, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Location
Staten Island, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is an adjunct faculty member at New Jersey City University since 2018 and St. John's University since 2022, and owns Ye Olde Tavern restaurant since 2022 and Phoenix-Veritas Consulting since 2024. Each of these activities takes about 10-20% of Joseph's time.
Employment History
Current Registrations
Phoenix-Veritas Wealth Management
Previous Registrations
J.P. Morgan Securities LLCBroker
Robinhood Financial, LLCBroker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
National Financial Services LLCBroker
State Registrations1 state
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