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Joseph Marasciullo

Investment adviser representative at Unfcu Advisors LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.4MFirm assets

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How the firm charges

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

Fixed or flat fee

Services the firm offers

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

  • Portfolio management

Experience

12 years in the industry.

  1. Unfcu Advisors LLCMay 2018 to now
  2. Copper Financial Network LLCApr 2018 to now
  3. United Nations Federal Credit UnionOct 2014 to now
  4. United Nations Federal Credit Union AdvisorsOct 2014 to now
  5. Raymond James Financial ServicesNov 2014 to May 2018
  6. Raymond James Financial Services Advisors Inc.Nov 2014 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

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

Unfcu Advisors LLC

$30.4MAssets managed
0Clients
1Advisers
20 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
1695531
Firm CRD
136572
Advisor's SEC record (opens in a new tab)
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