Inactive

Ross Joseph Natoli

Joel Isaacson & Co., LLC

Claim This Profile

Current Employers

Joel Isaacson & Co., Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-02-15

S65 Uniform Investment Adviser Law Examination

2019-02-15

Designations

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

BRIGHTSPIRE CAPITAL ADVISORS, LLC

ACORN ADVISORY CAPITAL, L.P.

COMPASS GROUP LLC

CRESTVIEW PARTNERS

LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor