Joseph Salvatore Minutolo

Employer firm

Rogan & Associates CRD 42762

$710M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 05/2021
  Lincoln Financial Distributors Inc
  Radnor, PA
• 05/2021 → Present
  Rogan & Associates, Inc.
  Safety Harbor, FL
• 05/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Other Businesses

(1) Rogan & Associates, RIA; Investment Related; 200 9th Ave N, Ste 100, Safety Harbor, FL 34695; Advisory Business; Financial Planner; Start 5/1/2021; 30 hours/month, 30 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-14
• S63 Uniform Securities Agent State Law Examination
  2001-10-30

Other Names

• Joe Minutolo
• Joseph Sal Minutolo