Unclaimed
Joseph Sammarco is an investment advisor representative at First Manhattan Co. Llc. Joseph has been working in the securities industry since August 2001. His previous employment includes roles at Pershing LLC and Bear, Stearns & Co. Inc. and Bear, Stearns Securities Corp.. Joseph is registered in New York as an Investment Advisor Representative.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/16/2023 - Present
First Manhattan Co. LLC (NEW YORK NY)
NJ
11/16/2011 - 07/11/2016
PERSHING LLC (JERSEY CITY NJ)
NJ
04/28/2004 - 05/09/2008
PERSHING LLC (JERSEY CITY NJ)
NY
12/17/2003 - 05/03/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
12/17/2003 - 05/03/2004
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
NJ
01/26/1998 - 12/19/2003
PERSHING LLC (JERSEY CITY NJ)
BC
Issued 04/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
Not sure Joseph Sammarco is the right advisor for you? Invested Better is here to help.