Joseph
Valerio
Merriman
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About this Advisor
Joseph Valerio is a financial advisor based in Bellevue, Washington, working with Merriman. Joseph has previously held positions at Fidelity Investments, Vivint, Palms Fish Camp, Marble Slab, Cracker Barrel, Assumption Catholic School, University Of North Florida, Bishop Kenny High School, The Vanguard Group, Inc, and Merriman Wealth Management. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Joseph is part of Merriman, which operates out of Bellevue, Washington. The firm has 3 offices and 55 employees. The firm manages assets totaling $3.6 billion and 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, selection of other advisers, and other services. The fee structure at Merriman includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merriman Brokerage Details
$3,605,822,320
55
2,370
$1,521,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Joseph Valerio Work History
Merriman Wealth Management
The Vanguard Group, Inc
Fidelity Investments
Vivint
University Of North Florida
Palms Fish Camp
Marble Slab
Cracker Barrel
Bishop Kenny High School
Assumption Catholic School
Disclosures
Please visit the SEC profile of Joseph Valerio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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