Joseph Aiello, financial advisor San Rafael CA

Joseph Aiello

CRD Number: 1624046
Current Firm: Global Retirement Partners LLC

Joseph Aiello (CRD# 1624046) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Troy, MI May 2023 - Current < 1
Global Retirement Partners, LLC San Rafael, CA May 2023 - Current < 1
Sigma Financial Corporation Ann Arbor, MI Sep 1995 - May 2023 27
Connecticut General Life Insurance Company Southfield, MI Jan 1995 - Apr 2023 28
Sundance Chevrolet Grand Ledge, MI Jul 1986 - Apr 2023 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
S65 NASAA Investment Advisors Law Examination Jan 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph E. Aiello
Phone Number: 415-526-2753
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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