Joseph Polsinelli (CRD# 2098985) is an Investment Advisor Representative working at Onegroup Wealth Partners, Inc. in Niskayuna, NY and has over 31 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onegroup Wealth Partners | Niskayuna, NY | Sep 2023 - Current | < 1 |
| Lpl Financial LLC | Niskayuna, NY | Sep 2023 - Current | < 1 |
| Trustee For Family Member's Irrevocable Trust | Niskayuna, NY | Jan 2015 - Current | 9 |
| Empire State Asset Management LLC | Niskayuna, NY | Feb 2001 - Current | 23 |
| Cetera Financial Specialists LLC | Schaumburg, IL | May 2018 - Aug 2023 | 5 |
| Cetera Investment Advisers LLC | Schaumburg, IL | May 2018 - Aug 2023 | 5 |
| Lpl Financial LLC | Clifton Park, NY | Feb 2018 - May 2018 | < 1 |
| Stratos Wealth Partners, Ltd | Clifton Park, NY | Feb 2018 - May 2018 | < 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Nov 2014 - Feb 2018 | 3 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Nov 2014 - Feb 2018 | 3 |
| Cadaret, Grant & Company, Inc. | Albany, NY | Oct 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- FL
- NY
- TX
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Total Assets Under Management93MILLIONS
-
Total Number of Accounts287ACCOUNTS
-
Average Account Value$323,520
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MN, NH, NY, SD, TX, VT
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