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Joseph Vincent Visconti

GRIMALDI PORTFOLIO SOLUTIONS, INC·WAPPINGERS FALLS, New York
Clean recordGRIMALDI PORTFOLIO SOLUTIONS, INC
1207 ROUTE 9, SUITE 10, WAPPINGERS FALLS, NY 12590CRD# 1609655Firm CRD# 106199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Vincent Visconti · WAPPINGERS FALLS, NY
Registration
CRD #1609655 · GRIMALDI PORTFOLIO SOLUTIONS, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Vincent Visconti is a registered financial advisor based in WAPPINGERS FALLS, New York, affiliated with GRIMALDI PORTFOLIO SOLUTIONS, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
GRIMALDI PORTFOLIO SOLUTIONS, INC
GRIMALDI PORTFOLIO SOLUTIONS, INC
AUM
$107M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GRIMALDI PORTFOLIO SOLUTIONS, INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1609655
Firm CRD# 106199
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Vincent Visconti offer?
Joseph Vincent Visconti specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WAPPINGERS FALLS, New York for a consultation.
What are Joseph Vincent Visconti's credentials?
Joseph Vincent Visconti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Vincent Visconti located?
Joseph Vincent Visconti is based in WAPPINGERS FALLS, New York, working with GRIMALDI PORTFOLIO SOLUTIONS, INC. Their office serves clients in the WAPPINGERS FALLS metropolitan area and surrounding communities.
How does Joseph Vincent Visconti charge for services?
Joseph Vincent Visconti's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRIMALDI PORTFOLIO SOLUTIONS, INC?
GRIMALDI PORTFOLIO SOLUTIONS, INC has approximately 4 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRIMALDI PORTFOLIO SOLUTIONS, INC

Craig Kenneth Railo
WAPPINGERS FALLS, NY
Mark Anthony Grimaldi
WAPPINGERS FALLS, NY
Sheila Ellen Pitz
WAPPINGERS FALLS, NY

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