Joseph Policastro
Joseph Policastro is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Montville, NJ, with 3 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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