Joseph Schmerling
Joseph Schmerling is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Silver Spring, MD, with 10 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1370 Lamberton Drive, Suite 15, Silver Spring, MD, 20902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph manages Schmerling Financial Group, a marketing name for financial services run through 1st Global (Avantax), dedicating full-time hours to this role. He also serves as a director for a Torah school and a board member for Mikvah Emunah Society, volunteering minimal time to each organization.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Schmerling Financial Group, LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations2 states
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