Joseph Armisto is a CFP-designated registered investment advisor at Shepherd Kaplan LLC, based in Brewster, NY, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1105 Scarborough Drive, Brewster, NY, 10509
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the owner of Pointe44 Advisors, LLC, a family office and financial planning firm, since June 2019. He dedicates nearly full-time hours to advising clients on financial planning and coordinating with their existing professionals.
Employment History
Current Registrations
Shepherd Kaplan LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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
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