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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 Michael Rizzo is a registered investment advisor representative with Clear Harbor Asset Management, LLC. Joseph is licensed in Connecticut. Joseph has been in the industry since 2001. Prior to joining Clear Harbor Asset Management, LLC, Joseph worked at INGALLS & SNYDER, LLC. Joseph has passed the Series 7 and Series 63 exams. Joseph specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Selection of Other Advisers and Financial Planning. Clear Harbor Asset Management, LLC manages approximately $1,463,680,113 in assets. The firm serves a wide range of clients, including individuals, high-net-worth individuals, corporations, businesses, pooled investment vehicles, charitable organizations, and pension and profit-sharing plans.
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.
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.
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
CT
07/14/2020 - Present
Clear Harbor Asset Management, LLC (STAMFORD CT)
NY
01/23/2001 - 02/22/2010
INGALLS & SNYDER, LLC (NEW YORK NY)
NY
10/23/1996 - 12/07/1998
INGALLS & SNYDER, LLC (NEW YORK NY)
BC
Issued 11/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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