Unclaimed Profile

Joseph Vincent Naselli

NEWSQUARE CAPITAL, LLC·NEWTOWN SQUARE, Pennsylvania

SIE, Series 7, Series 24, Series 63ChFC18 years registeredNEWSQUARE CAPITAL, LLC

16 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA 19073-3229CRD# 344988Firm CRD# 152430

Profile Verification

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

Identity

Joseph Vincent Naselli · NEWTOWN SQUARE, PA

Registration

CRD #344988 · NEWSQUARE CAPITAL, LLC · 18 years registered

Brand Profile

Not yet started

Career History

MML INVESTORS SERVICES, LLC

Mar 2017 – present

NEWSQUARE CAPITAL, LLC

Mar 2016 – Dec 2017

NEWTOWN SQUARE, PA

MSI FINANCIAL SERVICES, INC.

Jan 2015 – Mar 2017

NEWTOWN SQUARE, PA

NEW ENGLAND SECURITIES CORPORATION

Sep 2007 – Jan 2015

NEWTOWN SQUARE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · September 5, 2007

Years registered · 18

Professional designation · ChFC

Disclosure History

2017Customer Dispute·Settled

1990Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

NEWSQUARE CAPITAL, LLC

CRD 152430 · SEC 801-70908

AUM

$1.6B

Regulatory assets under management

Employees

3,636 client accounts

Services offered by NEWSQUARE CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NEWSQUARE CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Vincent Naselli offer?

Joseph Vincent Naselli specializes in Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.

What are Joseph Vincent Naselli's credentials?

Joseph Vincent Naselli holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Vincent Naselli located?

Joseph Vincent Naselli is based in NEWTOWN SQUARE, Pennsylvania, working with NEWSQUARE CAPITAL, LLC. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.

How does Joseph Vincent Naselli charge for services?

Joseph Vincent Naselli's firm is compensated through percentage of aum, subscription fees, other: separate account manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWSQUARE CAPITAL, LLC?

NEWSQUARE CAPITAL, LLC has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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