JQ
JQ

Joseph Quinto

2 Years of Experience
Plymouth Meeting, PA
BrokerSells Insurance

Joseph Quinto is a registered investment advisor at Cetera Investment Advisers LLC, based in Plymouth Meeting, PA, with 2 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

620 W Germantown Pike, Suite 170, Plymouth Meeting, PA, 19462

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joseph is a fixed insurance agent since July 2023, dedicating a few hours per week to this role. He also owns Quinto's Quintessential Lawn Care, LLC, a landscaping business, spending about 10-20% of his time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs
Cetera Wealth Services, LLCBroker
January 2024 - Present · 2 yrs 4 mos
State Registrations2 states
NJPA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Joseph Quinto - Financial Advisor | TrueAdvisor