Joseph Jude Bilello

ChFC

Avanti Wealth Management

37 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersCorporate Executives

Avanti Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

110 clients

Average Client Portfolio

$337K average

Assets Under Management

$37.1M

Fee Structure

Location

110 Crown Oak Centre Drive, Longwood, FL, 32750

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2014

Closed-No Action

Customer Dispute

May 2005

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Joseph is a Managing Partner at Avanti Wealth Management, LLC, and President at Avanti Financial Group, Inc. He also holds positions at Pareto Media LLC, Family Bank Design Center LLC, Seminole County Young Life, and Avanti Financial Advisors, dedicating a significant amount of time to Avanti Wealth Management and Avanti Financial Group.