Joseph ScarpelliCRD Number: 5072325
Current Firm: Blackrock Investment Management, LLC
Joseph Scarpelli (CRD# 5072325) is an Investment Advisor Representative working at Blackrock Investment Management, LLC in Princeton, NJ and has over 12 years of experience in the finance industry.
Brighton Financial Planning
Fxp Advisory Services
Academy Wealth Advisers, LLC
|Blackrock||Jersey City, NJ||Sep 2012 - Current||5|
|Unemployed||Hoboken, NJ||Jun 2012 - Aug 2012||< 1|
|Oppenheimerfunds||New York, NY||Sep 2010 - May 2012||1|
|Standard & Poor's||New York, NY||Apr 2009 - Sep 2010||1|
|Banc Of America Investment Services, Inc.||New York, NY||Sep 2008 - Mar 2009||< 1|
|Banc Of America Insurance Services, Inc.||New York, NY||Sep 2008 - Mar 2009||< 1|
|Olympia Asset Management||New York, NY||Jun 2006 - Sep 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
|S66||NASAA Uniform Combined State Law Examination||Apr 2016|
Total Assets Under Management227,050MILLIONS
Total Number of Accounts34,323ACCOUNTS
Average Account Value$6,615,089
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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