Unclaimed Profile

Joseph Michael Favorito

LANDMARK WEALTH MANAGEMENT, LLC·MELVILLE, New York

Series 7, Series 9, Series 10, Series 63, Series 6622 years registeredLANDMARK WEALTH MANAGEMENT, LLC

95 BROADHOLLOW ROAD, SUITE 102, MELVILLE, NY 11747CRD# 2942891Firm CRD# 158693

Profile Verification

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

Identity

Joseph Michael Favorito · MELVILLE, NY

Registration

CRD #2942891 · LANDMARK WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

LANDMARK WEALTH MANAGEMENT, LLC

Feb 2021 – present

TD WATERHOUSE INVESTOR SERVICES, INC.

Jun 2004 – Aug 2005

SMITHTOWN, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · June 17, 2004

Years registered · 22

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LANDMARK WEALTH MANAGEMENT, LLC

CRD 158693 · SEC 801-80788

AUM

$253M

Regulatory assets under management

Employees

702 client accounts

Services offered by LANDMARK WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LANDMARK WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Michael Favorito offer?

Joseph Michael Favorito specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.

What are Joseph Michael Favorito's credentials?

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

Where is Joseph Michael Favorito located?

Joseph Michael Favorito is based in MELVILLE, New York, working with LANDMARK WEALTH MANAGEMENT, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.

How does Joseph Michael Favorito charge for services?

Joseph Michael Favorito's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LANDMARK WEALTH MANAGEMENT, LLC?

LANDMARK WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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