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Joseph M Anastasi

Winthrop Wealth

Boston, MA

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Current Employers
Winthrop Wealth

321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-09
  • MA RA
    APPROVED
    Since 2026-07-09

Branch Locations

321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • 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
Winthrop Advisory Group Llc Boston MA 04/2024 Present
Needham Highschool Needham MA 09/2015 05/2019
Volante Farms Needham MA 04/2018 12/2023
Bryant University Smithfield RI 09/2019 05/2023
Massachusetts General Hospital Boston MA 06/2021 08/2021
Enterprise Holdings Natick MA 06/2022 08/2022
Commonwealth Financial Network Waltham MA 06/2023 04/2024
  • 04/2024 → Present
    Winthrop Advisory Group Llc
    Boston, MA
  • 09/2015 → 05/2019
    Needham Highschool
    Needham, MA
  • 04/2018 → 12/2023
    Volante Farms
    Needham, MA
  • 09/2019 → 05/2023
    Bryant University
    Smithfield, RI
  • 06/2021 → 08/2021
    Massachusetts General Hospital
    Boston, MA
  • 06/2022 → 08/2022
    Enterprise Holdings
    Natick, MA
  • 06/2023 → 04/2024
    Commonwealth Financial Network
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-27
  • S65 Uniform Investment Adviser Law Examination
    2026-02-27
Other Names
  • Joseph Michael Anastasi
  • Joe Anastasi

View on SEC IAPD

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CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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