Joseph Amery Staub
Investment adviser representative at Facet
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
Are you Joseph Amery Staub? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- FacetOct 2020 to now
- Facet WealthSep 2020 to now
- Park Avenue SecuritiesFeb 2019 to now
- GuardianMar 2019 to Sep 2020
- Self-employedAug 2016 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 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
- 3070537
- Firm CRD
- 285961