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Joseph Padellaro

Northmont Wealth Management LLC

West Hartford, CT

CRD 6207850

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Employer firm

Northmont Wealth Management LLC CRD 165687

$22.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Northmont Wealth Management Llc

West Hartford, CT • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-06-30
CT RA APPROVED 2023-01-03
MA RA APPROVED 2022-11-29
FL RA APPROVED 2022-11-25
  • NY RA
    APPROVED
    Since 2025-06-30
  • CT RA
    APPROVED
    Since 2023-01-03
  • MA RA
    APPROVED
    Since 2022-11-29
  • FL RA
    APPROVED
    Since 2022-11-25

Branch Locations

West Hartford, CT • 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
Northmont Wealth Management Llc West Hartford CT 12/2022 Present
Northmont Wealth Management Llc West Hartford CT 05/2022 01/2023
Citibank New York NY 05/2021 04/2022
J.P. Morgan New York NY 01/2021 04/2021
J.P. Morgan New York NY 07/2017 12/2020
J.P. Morgan New York NY 06/2014 06/2017
Northmont Wealth Management Llc West Hartford CT 01/2023 Present
Northmont Capital Management Inc West Hartford CT 01/2023 Present
Northmont Capital Management Inc West Hartford CT 05/2022 Present
  • 12/2022 → Present
    Northmont Wealth Management Llc
    West Hartford, CT
  • 05/2022 → 01/2023
    Northmont Wealth Management Llc
    West Hartford, CT
  • 05/2021 → 04/2022
    Citibank
    New York, NY
  • 01/2021 → 04/2021
    J.P. Morgan
    New York, NY
  • 07/2017 → 12/2020
    J.P. Morgan
    New York, NY
  • 06/2014 → 06/2017
    J.P. Morgan
    New York, NY
  • 01/2023 → Present
    Northmont Wealth Management Llc
    West Hartford, CT
  • 01/2023 → Present
    Northmont Capital Management Inc
    West Hartford, CT
  • 05/2022 → Present
    Northmont Capital Management Inc
    West Hartford, CT
Other Businesses

Northmont Capital Management Inc. as an exempt reporting advisor managing two private 3(c)1 vehicles.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-05
  • S65 Uniform Investment Adviser Law Examination
    2022-10-05
Other Names
  • Joseph J Padellaro

View on SEC IAPD

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