Joseph
Arena
Etico Wealth Management LLC
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About this Advisor
Joseph Arena is a financial advisor based in Clifton Park, New York with 1 year of relevant experience. Arena is an advisor for Etico Wealth Management LLC. The advisor has gained experience at Pageone Financial, Inc, Pageone Funds Management, LLC, Quartz Partners Investment Management and Etico Wealth Management. Arena has a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Florida. Etico Wealth Management LLC is a registered investment firm operating out of Clifton Park, NY. It has offices in five locations and a total of 11 advisors. It manages $91 million in assets under management across its 294 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 294 client accounts, 29% belong to high-net-worth individuals who have more than $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely depend on the type of services. However, fees charged by Etico Wealth Management LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Etico Wealth Management LLC Brokerage Details
$90,552,526
11
294
$308,002
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
Joseph Arena Work History
Joseph has been registered as a financial advisor for 1 years.*
Etico Wealth Management
Quartz Partners Investment Management
Pageone Funds Management, LLC
Pageone Financial, 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 Arena 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 Etico Wealth Management LLC
Clifton Park, NY
Clifton Park, NY
Bloomington, IN
Clifton Park, NY
Clifton Park, NY
Clifton Park, NY
Utica, NY
Clifton Park, NY
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