Joseph John Cardello
Investment adviser representative at August Wealth Advisors LLC
14 yearsExperience
2 statesRegistered in
$436.6MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- August Wealth Advisors LLCFeb 2026 to now
- Stratos Wealth Advisors, LLCOct 2019 to Feb 2026
- Clapboard Hill Private WealthSep 2019 to Jan 2020
- First New York SecuritiesAug 2018 to Jul 2019
- UnemployedApr 2018 to Jul 2018
- Commonwealth Bank AustraliaDec 2012 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
August Wealth Advisors LLC
$436.6MAssets managed
319Clients
6Advisers
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
- 2492387
- Firm CRD
- 339322