Joseph
Serrecchia
Avantax Advisory Services
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About this Advisor
Joseph Serrecchia is a financial advisor based out of Lynnfield, Massachusetts with 29 years of industry experience. Serrecchia works at Avantax Advisory Services. Throughout their career, they have worked at Avantax Investment Services, Inc, Avantax Advisory Services and Avantax Insurance Services, LLC. Serrecchia holds a Series 63 license, designating them as a securities representative, and can work in Massachusetts. Avantax Advisory Services is an advisory company headquartered in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 financial advisors. It manages $31 billion in assets across its 123,393 client accounts, making it one of the largest firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in investable assets. Avantax Advisory Services has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees largely are based on which services the firm provides the client. However, fee types billed by Avantax Advisory Services may include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Joseph Serrecchia Work History
Joseph has been registered as a financial advisor for 29 years.*
Avantax Insurance Services, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
*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 Joseph Serrecchia 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 Avantax Advisory Services
Fullerton, CA
Wilmington, DE
Irving, TX
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Lansdale, PA
Fort Worth, TX
Gadsden, AL
Irving, TX
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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