Joseph John Spinelli
Investment adviser representative at Vision Retirement
31 yearsExperience
1 stateRegistered in
$633.7MFirm assets
4 yearsFirm in business
Are you Joseph John Spinelli? 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Vision RetirementNov 2024 to now
- The Lanza Financial GroupNov 2024 to now
- LPL Financial LLCJan 2024 to now
- Spinelli Financial ServicesJan 1995 to now
- Cetera Investment Advisers LLCSep 2006 to Jan 2024
- Cetera Financial Specialists LLCOct 2005 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Vision Retirement
Legal name: Vision Retirement, LLC
$633.7MAssets managed
1,119Clients
7Advisers
4 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
- 2536571
- Firm CRD
- 173064