Joseph
Favorito

Landmark Wealth Management, LLC

CRD#2942891
Investment Advisor
in Melville, NY

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About this Advisor

Joseph Favorito is a certified financial planner who works out of Melville, New York with a total of 2 years of industry experience. Favorito is on the advisory team at Landmark Wealth Management, LLC. Over the course of their career, Favorito has held roles at Fidelity Brokerage Services, LLC and Landmark Wealth Management, LLC. Favorito maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to operate in Florida, New York and Texas. Landmark Wealth Management, LLC is an advisory company based out of Melville, NY. It has offices in four locations and just four advisors. It manages $213 million in assets under management between its 655 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 655 accounts, 66% are held by high-net-worth clients who have greater than $1 million in assets. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees largely vary depending on which service is offered. However, fee types charged by Landmark Wealth Management, LLC most likely include any blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

95 Broadhollow Road, Suite 102
Melville, NY 11747

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Landmark Wealth Management, LLC Brokerage Details

Total Assets Under Management

$213,378,431

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

655

NY Average: 3,892
Average Account Size

$325,769

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Joseph Favorito Work History

Joseph has been registered as a financial advisor for 2 years.*

2015 - Present (9 years)

Landmark Wealth Management, LLC

2005 - Present (19 years)

Fidelity Brokerage Services, LLC

*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 Favorito 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 Landmark Wealth Management, LLC

Christopher Congema
Melville, NY
Brian Cohen
Melville, NY
James Millington
Melville, NY
Joseph Favorito
Melville, NY

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.

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