JA
CFP
JA
CFP

Joseph a Armisto

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
N/A
Firm Size
18 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$9.4B

Fee Structure

Minimum Investment:$20M
Financial Planning:Investment management only
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Location

1105 Scarborough Drive, Brewster, NY, 10509

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph is the owner of Pointe44 Advisors, LLC, a family office and financial planning firm, since June 2019. He dedicates nearly full-time hours to advising clients on financial planning and coordinating with their existing professionals.

Employment History
Current Registrations
Shepherd Kaplan LLC
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
January 2019 - July 2019 · 6 mos
The Ayco Company,l.p.
July 2017 - January 2019 · 1 yr 6 mos
Mercer Allied Company, L.P.Broker
July 2017 - January 2019 · 1 yr 6 mos
Goldman Sachs & CO. LLCBroker
March 2014 - August 2017 · 3 yrs 5 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Joseph A Armisto - Financial Advisor | TrueAdvisor