Joseph Gladue
Investment adviser representative at Equalize Capital LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$39.5MFirm assets
Are you Joseph Gladue? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Equalize Capital LLCJan 2025 to now
- Bluestone Capital Partners LLCJan 2019 to now
- J Alden AssociatesJan 2019 to now
- Mcg SecuritiesJun 2015 to Dec 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PR).
Equalize Capital LLC
$39.5MAssets managed
2Clients
2Advisers
7 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
- 2444732
- Firm CRD
- 300640