Joseph W Petry
Investment adviser representative at Discipline Wealth Solutions, Inc.
18 yearsExperience
1 stateRegistered in
$746.7MFirm assets
5 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
18 years in the industry.
- Ibn Financial Services, Inc.Oct 2024 to now
- Discipline Wealth Solutions, Inc.Jul 2024 to now
- Petry Financial ServicesJul 2008 to now
- Ausdal Financial Partners, IncMay 2017 to Jul 2024
- Cpr Financial Group LLCJun 2016 to Jul 2024
- Cpr InvestmentsJun 2016 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
Discipline Wealth Solutions, Inc.
$746.7MAssets managed
1,946Clients
19Advisers
5 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
- 4649782
- Firm CRD
- 315846