Joseph Sciaccotta (CRD# 6998002) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Great Lakes Advisors LLC | Chicago, IL | Dec 2019 - Current | 4 |
Unemployed | Chicago, IL | Sep 2019 - Nov 2019 | < 1 |
Mcadam LLC | Chicago, IL | May 2018 - Aug 2019 | 1 |
University Of Iowa | Iowa City, IA | Aug 2014 - Jun 2018 | 3 |
Lake Forest Bank And Trust | Lake Forest, IL | May 2017 - Aug 2017 | < 1 |
Barrington High School | Barrington, IL | May 2016 - Jul 2016 | < 1 |
Winston Financial Corp | Rosemont, IL | Jun 2015 - Aug 2015 | < 1 |
Professional Baseball Instruction | Lake Barrington, IL | May 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
S63 | Uniform Securities State Law Examination | Oct 2020 |
- IL
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Total Assets Under Management14,418MILLIONS
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Total Number of Accounts10,969ACCOUNTS
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Average Account Value$1,314,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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