Unclaimed Profile

Joseph Sanfilippo

PLATINUM MANAGEMENT (NY) LLC·NEW YORK, New York

Clean recordPLATINUM MANAGEMENT (NY) LLC

250 WEST 55TH STREET, NEW YORK, NY 10019-7599CRD# 5801640Firm CRD# 139405

Profile Verification

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

Identity

Joseph Sanfilippo · NEW YORK, NY

Registration

CRD #5801640 · PLATINUM MANAGEMENT (NY) LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph Sanfilippo is a registered financial advisor based in NEW YORK, New York, affiliated with PLATINUM MANAGEMENT (NY) LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

PLATINUM MANAGEMENT (NY) LLC

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PLATINUM MANAGEMENT (NY) LLC →

Services

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Other: PERFORMANCE-BASED ALLOCATIONS

Regulatory

SEC/IARD CRD# 5801640

Firm CRD# 139405

View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joseph Sanfilippo offer?

Joseph Sanfilippo specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Joseph Sanfilippo's credentials?

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

Where is Joseph Sanfilippo located?

Joseph Sanfilippo is based in NEW YORK, New York, working with PLATINUM MANAGEMENT (NY) LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Joseph Sanfilippo charge for services?

Joseph Sanfilippo's firm is compensated through percentage of aum, other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLATINUM MANAGEMENT (NY) LLC?

PLATINUM MANAGEMENT (NY) LLC has approximately 60 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →