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Joseph Charles Tuzzolo

Dorsey, Wright & Associates, LLC

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About Joseph Charles Tuzzolo

Joseph Tuzzolo is an Investment Advisor Representative registered with Dorsey, Wright & Associates, LLC. Joseph is currently active in Virginia and has been in the industry for more than 5 years. Joseph has the Series 65 license and focuses on providing advice to clients in a number of specializations, including Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Investment Companies.

Firm Information

Joseph Tuzzolo is currently registered with Dorsey, Wright & Associates, LLC. Dorsey, Wright & Associates, LLC is an investment advisory firm based in RICHMOND, VA with approximately $578,896,877 in regulatory assets under management. They offer a variety of advisory services, including portfolio management for individuals, businesses, and investment companies, as well as research and chart services, educational seminars, and publication of periodicals. The firm specializes in providing investment advice to high-net-worth individuals, corporations, and other institutions. They also have a wrap fee program available to clients.
Dorsey, Wright & Associates, LLC

3300 W LEIGH STREET

RICHMOND, VA 23230

$578.90M

Assets Under Management

Not reported

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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research & chart services

Research & chart services

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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Joseph Tuzzolo’s Registration & Firm History

VA

08/06/2020 - Present

Dorsey, Wright & Associates, LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 08/06/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Charles Tuzzolo.
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