Joseph Santo Granato
Investment adviser representative at Imperity Wealth Alliance LLC
35 yearsExperience
2 statesRegistered in
$139.7MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Imperity Wealth Alliance LLCMar 2026 to now
- Commonwealth Financial NetworkDec 2023 to now
- Comprehensive Financial PartnersDec 2023 to now
- LPL Financial LLCFeb 2018 to Dec 2023
- Invest Financial CorporationMay 2017 to Feb 2018
- Signator Investors, Inc.Sep 1991 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Imperity Wealth Alliance LLC
$139.7MAssets managed
363Clients
10Advisers
Under 1 yearIn 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
- 2211834
- Firm CRD
- 339113