Joseph Brusak is a registered investment advisor, based in Phoenix, MD, with 10 years of industry experience.
Location
3312 Paper Mill Road, Suite 101, Phoenix, MD, 21131
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an agent for Avantax Insurance Agency, LLC, and may sell various insurance products including annuities and variable insurance. Joseph also owns Bluemount Financial, LLC, a CPA firm, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations14 states
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