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Inactive

Joseph Paul Bartelo

Facet

West Palm Beach, FL

Lancaster, NY

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Current Employers
Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-27
TX RA APPROVED 2026-03-27
  • NY RA
    APPROVED
    Since 2026-03-27
  • TX RA
    APPROVED
    Since 2026-03-27

Branch Locations

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Lancaster, NY • 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
University At Buffalo Buffalo NY 08/2014 05/2018
N/A Buffalo NY 05/2018 10/2018
Chiampou Travis Besaw Kershner Amherst NY 10/2018 06/2022
Sanderson Wealth Management, Llc Buffalo NY 07/2022 11/2025
Facet West Palm Beach FL 02/2026 Present
  • 08/2014 → 05/2018
    University At Buffalo
    Buffalo, NY
  • 05/2018 → 10/2018
    N/A
    Buffalo, NY
  • 10/2018 → 06/2022
    Chiampou Travis Besaw Kershner
    Amherst, NY
  • 07/2022 → 11/2025
    Sanderson Wealth Management, Llc
    Buffalo, NY
  • 02/2026 → Present
    Facet
    West Palm Beach, FL
Previous Registrations
Designations
Other Names
  • Joe Bartelo

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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