Joseph Anthony Amato
Investment adviser representative at Alexander Capital Wealth Management LLC
7 yearsExperience
1 stateRegistered in
$238.1MFirm assets
8 yearsFirm 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.
- Portfolio management
Experience
7 years in the industry.
- Alexander Capital Wealth Management, LLCMar 2013 to now
- Alexander Capital, L.P.Mar 2012 to now
- Network 1 Financial Securities, Inc.Oct 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (NY).
Alexander Capital Wealth Management LLC
$238.1MAssets managed
614Clients
32Advisers
8 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
- 2751635
- Firm CRD
- 157714