Joseph James Maltese
Investment adviser representative at Allegiance Financial Advisors, Inc.
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$181.9MFirm assets
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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 fee
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.
- Osaic Wealth, Inc.Nov 2018 to now
- Joseph J. Maltese Financial Services, LLCAug 2017 to now
- Allegiance Financial Advisors, Inc.Aug 2007 to now
- Signator Investors, Inc.Apr 1995 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
Allegiance Financial Advisors, Inc.
$181.9MAssets managed
338Clients
7Advisers
5 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
- 2615850
- Firm CRD
- 127293