Unclaimed Profile

Joseph Vincent Naselli

NEWSQUARE CAPITAL, LLC·NEWTOWN SQUARE, Pennsylvania

Clean recordNEWSQUARE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph Vincent Naselli is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with NEWSQUARE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

NEWSQUARE CAPITAL, LLC

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NEWSQUARE CAPITAL, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: SEPARATE ACCOUNT MANAGER

Regulatory

SEC/IARD CRD# 344988

Firm CRD# 152430

View on FINRA BrokerCheck →

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

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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