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Joseph John Longobardi

Piper Sandler & Co.

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About Joseph John Longobardi

Joseph John Longobardi is an experienced financial professional with over 20 years of experience in the industry. Joseph currently works at Piper Sandler & Co., a firm with a long history of providing investment services to clients. Prior to joining Piper Sandler & Co., Joseph held positions at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Joseph is a licensed professional with several professional designations.

Firm Information

Joseph Longobardi is currently registered with Piper Sandler & Co.. Piper Sandler & Co. is a corporation headquartered in Minneapolis, Minnesota, that was formed on July 28, 1969. The firm provides analytical reports and public finance consulting program services, and manages portfolios for businesses. The firm has a total of 1,359 registered representatives and 24 investment adviser representatives, and manages approximately $1 billion to $10 billion in assets.
Piper Sandler & Co.

800 NICOLLET MALL

MINNEAPOLIS, MN 55402-7020

$1.58B

Assets Under Management

21

Total Clients

809

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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portfolio management for businesses

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

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analytical reports/public finance consulting program

Analytical reports/public finance consulting program

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Joseph Longobardi’s Registration & Firm History

NY

07/31/2012 - Present

Piper Sandler & Co. (HAUPPAUGE NY)

NY

09/12/2011 - 08/16/2012

MORGAN STANLEY SMITH BARNEY (MELVILLE NY)

NY

06/27/2009 - 09/15/2011

CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)

NY

06/01/2009 - 06/27/2009

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

04/06/2004 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)

NJ

05/31/2001 - 04/02/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 02/26/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joseph John Longobardi.
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