Joshua
Coniglio
Pacific Capital
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About this Advisor
Joshua Coniglio is a certified financial planner based out of Corona, California, who has 4 years of relevant experience. Coniglio is currently employed by Pacific Capital. During their career, Coniglio has held roles at Raging Waters, C&C Wealth Advisory Group, Usa Financial Securities, Sterling Wealth Partners, Pacific Capital, Coniglio Wealth Management, J.P. Turner & Company LLC, Bj'S Restaurant and J P Turner & Company LLC. Coniglio maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Pacific Capital is a company operating out of Corona, CA. The investment advisory business has offices in two locations and a total of seven advisors. It has $525 million in assets under management across its 556 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 556 accounts, 78% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which services are provided. Fee types billed by Pacific Capital likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Capital Brokerage Details
$525,000,000
7
556
$944,245
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joshua Coniglio Work History
Joshua has been registered as a financial advisor for 4 years.*
Pacific Capital
Coniglio Wealth Management
Sterling Wealth Partners
C&C Wealth Advisory Group
Usa Financial Securities
J.P. Turner & Company LLC
J P Turner & Company LLC
Bj'S Restaurant
Raging Waters
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Coniglio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pacific Capital
Riverside, CA
Corona, CA
Corona, CA
Corona, CA
Corona, CA
Layton, UT
Riverside, CA
Corona, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
