Joseph Policastro is a registered investment advisor, based in Montville, NJ, with 2 years of industry experience.
Location
115 Horseneck Road, Suite 201, Montville, NJ, 07045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph works as an Accountant Paraplanner at Nisivoccia LLP and as a Wealth Management Advisor/Tax Manager at Wealthspring Financial Partners, both since May 2023. Both roles involve investment management, tax preparation, and supporting financial planners, taking up nearly full-time hours each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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