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Edward Peter Yetsko

William Joseph Capital Management, Inc.

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About Edward Peter Yetsko

Edward Peter Yetsko is a financial advisor with over 30 years of experience in the industry. Edward Peter has been registered with the Securities and Exchange Commission since 1987. Edward Peter is currently affiliated with William Joseph Capital Management, Inc.. Edward Peter is also a Certified Financial Planner. Edward Peter has held past registrations with CADARET, GRANT & CO., INC. and NEW ENGLAND SECURITIES. Edward Peter is registered in 14 states and has passed several securities exams, including the Series 63, Series 24, and Series 7.

Firm Information

Edward Yetsko is currently registered with William Joseph Capital Management, Inc.. William Joseph Capital Management, Inc. is an independent financial advisory firm based in Bristol, CT. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages over $270 million in assets for 835 clients, including high-net-worth individuals and individuals other than high-net-worth.
William Joseph Capital Management, Inc.

210 RED STONE HILL ROAD

BRISTOL, CT 06010

$270.21M

Assets Under Management

20

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers

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Edward Yetsko’s Registration & Firm History

NY

11/27/2024 - Present

William Joseph Capital Management, Inc. (Binghamton NY)

NY

01/14/1991 - 12/23/2020

CADARET, GRANT & CO., INC. (VESTAL NY)

NY

12/22/1987 - 02/11/1991

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/13/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Peter Yetsko.
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