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Ross Joseph Natoli

Joel Isaacson & Co., LLC

New York, NY

CRD 7419645

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Employer firm

Joel Isaacson & Co., LLC CRD 152450

$9.32B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PLANNING AND COMPLIANCE CONSULTING SERVICES

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

Current Employers
Joel Isaacson & Co., Llc

546 Fifth Avenue, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-29
  • NY RA
    APPROVED
    Since 2021-11-29

Branch Locations

546 Fifth Avenue, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Joel Isaacson & Co., Llc New York NY 03/2019 Present
Betterment Llc New York NY 09/2018 02/2019
Anheuser Busch New York NY 09/2016 08/2018
  • 03/2019 → Present
    Joel Isaacson & Co., Llc
    New York, NY
  • 09/2018 → 02/2019
    Betterment Llc
    New York, NY
  • 09/2016 → 08/2018
    Anheuser Busch
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-15
  • S65 Uniform Investment Adviser Law Examination
    2019-02-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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