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Joseph Siragusa

13 Years of Experience
Freehold, NJ
Broker

Joseph Siragusa is a registered investment advisor at Wells Fargo Advisors, based in Freehold, NJ, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

83 South St Suite 102, [Satellite], Freehold, NJ, 07728

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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.

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Other Business Activities

Joseph holds a real estate license in New Jersey since 2011, which is not investment-related. He also owns 50% of a rental property in Atlantic City, NJ since April 2024, dedicating minimal time to it.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
August 2013 - June 2023 · 9 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2013 - June 2023 · 9 yrs 11 mos
Sterne Agee Investment Advisors, INC.
October 2012 - July 2013 · 9 mos
Sterne Agee Financial Services, INC.Broker
May 2012 - July 2013 · 1 yr 2 mos
Grandview Capital, INC.Broker
April 2012 - May 2012 · 1 mo
State Registrations28 states
AKAZCACOCTDCDEFLGAINKYLAMAMDMONCNHNJNYOHPARISCTNTXVAWIWV
AdvisorBrokerBoth

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.