Joseph Christopher Cefalu
Investment adviser representative at Downtown Wealth Studios, LLC
18 yearsExperience
4 statesRegistered in
$563.5MFirm assets
3 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.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Downtown Wealth Studios, LLCMar 2023 to now
- Bank of America, N.A.Jun 2011 to Mar 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2008 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, MA, NY).
Downtown Wealth Studios, LLC
$563.5MAssets managed
46Clients
4Advisers
3 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
- 3215684
- Firm CRD
- 325213