Joseph Robert Mcfadden

Employer firm

Provise Management Group, LLC CRD 105375

$2.03B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2006 → 03/2019
  Aberdeen Standard Investments
  Philadelphia, PA
• 01/2021 → Present
  Swm Advisors
  St. Petersburg, FL
• 04/2019 → 12/2020
  Not Employed
  Philadelphia, PA
• 09/2022 → Present
  Pensionmark Financial Group
  Santa Barbara, CA

Previous Registrations

• 2022-10-18 → 2024-12-20
  World Investment Advisors, Llc
  St. Petersburg, FL
  St. Peterburg, FL
  St. Petersburg, FL
• 2021-03-31 → 2022-12-19
  Swm Advisors
  St. Petersburg, FL

Designations

• Certified Financial Planner
• Chartered Financial Analyst