AdvisorOS Directory
Claim Profile
Unclaimed Profile
JM

Joseph Anthony Malfeo

HUNTER STREET INVESTMENT ADVISORS LLC·APEX, North Carolina
Clean recordHUNTER STREET INVESTMENT ADVISORS LLC
56 HUNTER STREET, APEX, NC 27502CRD# 3031535Firm CRD# 145334

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Anthony Malfeo · APEX, NC
Registration
CRD #3031535 · HUNTER STREET INVESTMENT ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Anthony Malfeo is a registered financial advisor based in APEX, North Carolina, affiliated with HUNTER STREET INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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 →

03

Firm Overview

Firm
HUNTER STREET INVESTMENT ADVISORS LLC
HUNTER STREET INVESTMENT ADVISORS LLC
AUM
$112M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at HUNTER STREET INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3031535
Firm CRD# 145334
View on FINRA BrokerCheck →

Looking for a financial advisor in APEX?

Browse all registered financial advisors in APEX, North Carolina or claim this profile if it's yours.

Browse APEX AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joseph Anthony Malfeo offer?
Joseph Anthony Malfeo specializes in Financial Planning, Investment Management. Contact their office in APEX, North Carolina for a consultation.
What are Joseph Anthony Malfeo's credentials?
Joseph Anthony Malfeo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Anthony Malfeo located?
Joseph Anthony Malfeo is based in APEX, North Carolina, working with HUNTER STREET INVESTMENT ADVISORS LLC. Their office serves clients in the APEX metropolitan area and surrounding communities.
How does Joseph Anthony Malfeo charge for services?
Joseph Anthony Malfeo'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 HUNTER STREET INVESTMENT ADVISORS LLC?
HUNTER STREET INVESTMENT ADVISORS LLC has approximately 8 employees and manages $112M 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 →

Other Advisors at HUNTER STREET INVESTMENT ADVISORS LLC

Matthew Charles Maiers
APEX, NC

More Advisors in APEX, North Carolina

Terrance Anthony Green
BLUE WATER CAPITAL MANAGEMENT, LLC·APEX, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile