Joseph
Granahan

Mycio Wealth Partners, LLC

CRD#7167465
Investment Advisor
in Philadelphia, PA

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About this Advisor

Joseph Granahan is a financial advisor based in Philadelphia, Pennsylvania, working with Mycio Wealth Partners, LLC. Joseph has previously held positions at Mycio Wealth Partners, F&M Library, Heffler, Radetich, & Saitta, Llp, Dougherty Electric, Harvest Seasonal Grill & Wine Bar, Garnet Valley High School, and Franklin & Marshall College. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Joseph is part of Mycio Wealth Partners, LLC, which operates out of Philadelphia, Pennsylvania. The firm has 63 employees and manages assets totaling $13.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mycio Wealth Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2929 Walnut Street, Suite 1200
Philadelphia, PA 19104-5172

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Mycio Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$12,968,143,520

PA Average: $15,833,994,310
Total Number of Employees

63

PA Average: 41
Total Number of Accounts

7,648

PA Average: 3,342
Average Account Size

$1,695,625

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Joseph Granahan Work History

2019 - Present (5 years)

Mycio Wealth Partners

2018 - 2018 (< 1 year)

Heffler, Radetich, & Saitta, Llp

2017 - 2017 (< 1 year)

Dougherty Electric

2015 - 2019 (4 years)

F&M Library

2015 - 2019 (4 years)

Franklin & Marshall College

2014 - 2016 (2 years)

Harvest Seasonal Grill & Wine Bar

2011 - 2015 (4 years)

Garnet Valley High School

Disclosures

Please visit the SEC profile of Joseph Granahan 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 Mycio Wealth Partners, LLC

Matthew Marrella
Philadelphia, PA
Zachary Tierno
Philadelphia, PA
Ethan Kohanik
Philadelphia, PA
Kaley Ryan
Philadelphia, PA
Timothy Tomalavage
Philadelphia, PA
Anthony Voce
Philadelphia, PA
Kaitlyn Lees
Philadelphia, PA
Steven Scott
Philadelphia, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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