Joseph Anthony Malfeo
Investment adviser representative at Hunter Street Investment Advisors LLC
19 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$166.4MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Hunter Street Investment Advisors LLCOct 2007 to now
- Command Capital Management LLCJan 2007 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 3 states (IL, NC, NY).
Hunter Street Investment Advisors LLC
$166.4MAssets managed
352Clients
7Advisers
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
- 3031535
- Firm CRD
- 145334