Unclaimed Profile

Joseph Michael Gulotta

THE STAGWELL GROUP LLC·MIAMI BEACH, Florida

Series 65Clean record9 years registeredTHE STAGWELL GROUP LLC

1674 MERIDIAN AVENUE, MIAMI BEACH, FL 33139CRD# 6838180Firm CRD# 175350

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Michael Gulotta · MIAMI BEACH, FL

Registration

CRD #6838180 · THE STAGWELL GROUP LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE STAGWELL GROUP LLC

SALIENT PRIVATE CLIENT, LLC

Aug 2017 – Jun 2018

HOUSTON, TX

SALIENT CAPITAL ADVISORS, LLC

Jul 2017 – Jun 2018

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 31, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE STAGWELL GROUP LLC

CRD 175350 · SEC 801-100341

AUM

$1.1B

Regulatory assets under management

Employees

1 client accounts

Services offered by THE STAGWELL GROUP LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at THE STAGWELL GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Michael Gulotta offer?

Joseph Michael Gulotta specializes in Retirement Planning.

What are Joseph Michael Gulotta's credentials?

Joseph Michael Gulotta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Michael Gulotta located?

Joseph Michael Gulotta is based in MIAMI BEACH, Florida, last registered with THE STAGWELL GROUP LLC.

How does Joseph Michael Gulotta charge for services?

Joseph Michael Gulotta's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE STAGWELL GROUP LLC?

THE STAGWELL GROUP LLC has approximately 3 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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