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Joseph Michael Casalvieri

Pruco Securities, LLC

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About Joseph Michael Casalvieri

Joseph Casalvieri is an investment advisor representative with Pruco Securities, LLC, an independent broker-dealer. Joseph has been in the financial services industry since 1985. Joseph's firm offers a range of financial services including advisory services, investment management, and other services.

Firm Information

Joseph Casalvieri is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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other

Compensation from lpl enterprise, llc

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Joseph Casalvieri’s Registration & Firm History

SC

05/09/2016 - Present

Pruco Securities, LLC (BLUFFTON SC)

NJ

07/29/2003 - 02/11/2016

PRUCO SECURITIES, LLC. (NEWARK NJ)

NJ

01/01/1997 - 04/26/2002

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

02/18/1994 - 01/01/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NA

12/20/1988 - 10/04/1995

PRUDENTIAL MUTUAL FUND DISTRIBUTORS, INC.

NA

02/26/1987 - 12/10/1988

PRUDENTIAL-BACHE SECURITIES INC.

NA

11/13/1985 - 02/13/1987

EQUITY SERVICES, INC.

NA

03/22/1984 - 11/15/1985

CALVERT SECURITIES CORPORATION

NA

07/16/1984 - 03/25/1985

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BC

Issued 12/23/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Michael Casalvieri.
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