Joseph Anthony Tornincaso

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 01/1999 → 06/2018
  Fidelity Investments
  Melville, NY
• 08/2018 → Present
  Cwa Asset Management
  Naples, FL

Previous Registrations

• 2008-01-24 → 2018-06-14
  Strategic Advisers Llc
  Naples, FL
  Huntington Station, NY
  Naples, FL

Other Businesses

Name: Frederick Dean Advisory Group; Investment Related: No; Business Address: 780 5th Ave S, Suite 200 Naples, FL 34102; Nature of the other business: Boutique firm specializing in comprehensive life continuity and exposure management for individuals and families. Provides security advice and advises of hidden physical and technical risks that people may encounter.; Position: Compensated employee; Title: Senior Advisor and Strategist; Start Date: June 16, 2025; Approx. hrs/mo: 15 Number of hours during securities trading hours: 0; Duties: Reviewing risk profiles, advising and providing hiring and marketing strategies.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-30
• S63 Uniform Securities Agent State Law Examination
  1986-01-07

Other Names

• Joseph A Tornincaso