Joseph Guarneri (CRD# 7151489) is an Investment Advisor Representative working at Sage Investment Advisers LLC in Wappingers Falls, NY and has over 4 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 6053461
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Investment Advisers, LLC | Poughkeepsie, NY | Jun 2019 - Current | 5 |
| Unemployed | Beacon, NY | Jan 2015 - Jun 2019 | 4 |
| Unico Special Products, Inc. | Newburgh, NY | Jun 1986 - Jan 2015 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- NY
-
Total Assets Under Management190MILLIONS
-
Total Number of Accounts388ACCOUNTS
-
Average Account Value$490,953
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NY
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