Joseph Armisto is a CFP-designated registered investment advisor at Shepherd Kaplan LLC, based in Brewster, NY, with 10 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Kaplan's compensation is derived from a percentage of revenues collected for investment advisory services provided to its clients. Clients may also pay fees to custodians, broker-dealers, and investment managers. Clients with investments in private funds will normally be subject to management fees and other expenses of the private fund.
Location
1105 Scarborough Drive, Brewster, NY, 10509
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Regulatory History
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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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
Previous Registrations
Goldman Sachs & CO. LLCBroker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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