Joseph Marie Andreoli

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Paramus, NJ
• 11/2016 → 05/2019
  Wells Fargo Clearing Services, Llc
  Paramus, NJ
• 05/2019 → Present
  Raymond James & Associates, Inc.
  Hackensack, NJ

Previous Registrations

• 2009-04-03 → 2019-05-07
  Wells Fargo Clearing Services, Llc
  Paramus, NJ
  Wyckoff, NJ
• 2002-10-25 → 2009-04-21
  Citigroup Global Markets Inc.
  Paramus, NJ
  Paramus, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-11-17

Other Names

• Joseph Marie Andreoli
• Joseph Marie Andreoli Jr