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Joseph Anthony Malfeo

HUNTER STREET INVESTMENT ADVISORS LLC·APEX, North Carolina
Series 6, Series 63, Series 65Clean record26 years registeredHUNTER 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 · 26 years registered
Brand Profile
Not yet started
01

Career History

HUNTER STREET INVESTMENT ADVISORS LLC
Oct 2007 – present
COMMAND CAPITAL MANAGEMENT L.L.C.
Oct 2007 – Dec 2016
OAK BROOK, IL
PRUDENTIAL FINANCIAL PLANNING SERVICES
Aug 2000 – Nov 2002
DOWNERS GROVE, IL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · August 9, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HUNTER STREET INVESTMENT ADVISORS LLC
CRD 145334 · SEC 801-131679
AUM
$112M
Regulatory assets under management
Employees
8
670 client accounts
Services offered by HUNTER STREET INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HUNTER STREET INVESTMENT ADVISORS LLC →
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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.
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Other Advisors at HUNTER STREET INVESTMENT ADVISORS LLC

Matthew Charles Maiers
APEX, NC

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