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Joseph Sivilli

11 Years of Experience
Tucson, AZ
Broker

Joseph Sivilli is a registered investment advisor at Wells Fargo Advisors, based in Tucson, AZ, with 11 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

3945 E. Paradise Falls Dr, Ste 261, Tucson, AZ, 85712

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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 tutors Norwegian at the University of Arizona and engages in artistic practice, spending about 10-20% of his time on the former and about a quarter of his time on the latter. He also has ownership stakes in Sivilli Capital Management LLC (taking more than full-time hours) and Tallboy, LLC (minimal time commitment).

Employment History
Current Registrations
Wells Fargo Advisors
July 2015 - Present · 11 yrs
Wells Fargo Advisors Financial Network, LLCBroker
January 2015 - Present · 11 yrs 6 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2014 - October 2014 · 6 mos
State Registrations33 states
ALAZCACOCTDCFLGAHIIAILKSMAMDMIMNMONCNHNJNMNVNYOHORPASCTNTXUTVAWAWY
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.
Joseph Sivilli - Financial Advisor | TrueAdvisor