Joseph D Peri
Investment adviser representative at Twenty Four Wealth
22 yearsExperience
1 stateRegistered in
$0Firm assets
Under 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 assetsHourlySubscriptionFixed 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
22 years in the industry.
- Twenty Four WealthAug 2026 to now
- Private Client Services, LLCAug 2026 to now
- Stratos Wealth Partners, Ltd.Sep 2025 to Aug 2026
- LPL Financial LLCMay 2025 to Aug 2026
- M&t BankNov 2021 to May 2025
- UnemployedMay 2021 to Nov 2021
- Bank Leumi USAJul 2017 to May 2021
- Leumi Investment Services IncJul 2017 to May 2021
- Sandler O'neill & Partners LPAug 2004 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
Twenty Four Wealth
Legal name: Twenty Four Wealth Ria, LLC
$0Assets managed
0Clients
12Advisers
Under 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
- 4671002
- Firm CRD
- 343559