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Joseph Anthony Tornincaso

Investment adviser representative at Cwa Asset Management Group
27 yearsExperience
1 stateRegistered in
$4.5BFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

27 years in the industry.

  1. Cwa Asset Management GroupSep 2018 to now
  2. Cwa Asset ManagementAug 2018 to now
  3. Fidelity InvestmentsJan 1999 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1986
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (FL).

Cwa Asset Management Group

Legal name: Cwa Asset Management Group, LLC

$4.5BAssets managed
1,976Clients
48Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1433148
Firm CRD
158940
Advisor's SEC record (opens in a new tab)
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