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Joseph Anthony Cravotta

Investment adviser representative at Henderson Brothers Financial Partners LLC
10 yearsExperience
1 stateRegistered in
$406.8MFirm assets
1 yearFirm 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
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Henderson Brothers Financial Partners LLCJan 2025 to now
  2. LPL Financial, LLCFeb 2019 to now
  3. Global Retirement Partners, LLCFeb 2019 to Mar 2025
  4. Henderson BrothersFeb 2019 to Mar 2025
  5. Princor Financial ServicesFeb 2016 to Jan 2019
  6. Principal Life Insurance CoJan 2016 to Jan 2019

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (PA).

Henderson Brothers Financial Partners LLC

$406.8MAssets managed
1,044Clients
18Advisers
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
4620273
Firm CRD
333732
Advisor's SEC record (opens in a new tab)
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