Joseph Fell is a registered investment advisor, based in Stamford, CT, with 10 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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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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Joseph owns Poljak Group Wealth Management, a support company/DBA, since 2021. He works as a Wealth & Portfolio Specialist and dedicates minimal time to this business.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 4 mos
Steward Partners Investment Advisory, LLC
April 2021 - Present · 5 yrs 5 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
April 2021 - May 2022 · 1 yr 1 mo
Morgan Stanley
October 2015 - May 2021 · 5 yrs 7 mos
Morgan StanleyBroker
August 2015 - May 2021 · 5 yrs 9 mos
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.