Joseph Lostracco
Joseph Lostracco is a registered investment advisor at Cetera Investment Advisers LLC, based in Sanatoga, PA, with 7 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
55 Sunnybrook Road, Sanatoga, PA, 19464
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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 works as an associate at Kalejta Financial Management, providing administrative duties and assisting representatives, dedicating nearly full-time hours. He also works as a financial advisor at Flagship Financial, selling and servicing insurance, securities, and investment products, also dedicating nearly full-time hours, and referees basketball games for North Penn PIAA, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations5 states
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