Joseph Paul Splendorio
Investment adviser representative at Cws Financial Advisors LLC
12 yearsExperience
2 statesRegistered in
$1.3BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Cws Financial Advisors LLCJan 2014 to now
- Wells Fargo Advisors Financial Network, LLCFeb 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Cws Financial Advisors LLC
$1.3BAssets managed
807Clients
7Advisers
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
- 4532290
- Firm CRD
- 297000