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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gugliotta Salpietro is a financial advisor registered in Pennsylvania and Texas. Joseph Gugliotta Salpietro is a Registered Representative and Investment Advisor Representative with Cerity Partners LLC. Joseph Gugliotta Salpietro has been in the financial services industry since April 1, 1997 and holds the Series 63, Series 65, and Series 7 licenses. Joseph Gugliotta Salpietro is also a Chartered Financial Consultant and a member of the Manor Home Owners Association. Joseph Gugliotta Salpietro provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Joseph Gugliotta Salpietro also provides tax and bill pay services. Cerity Partners LLC is a Registered Investment Advisor with offices in Pittsburgh, Pennsylvania and New York, New York. Cerity Partners LLC provides financial planning, portfolio management, and other financial services to a wide range of clients, including high-net-worth individuals, families, trusts, foundations, endowments, and retirement plans. Cerity Partners LLC has approximately $80.6 billion in assets under management.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Set rates for specific services, regardless of time or assets managed.
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.
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2
PA
08/27/2024 - Present
Cerity Partners LLC (PITTSBURGH PA)
PA
04/01/1997 - 11/11/2002
YP, LLC (PITTSBURGH PA)
IA
Issued 10/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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