Joshua Coniglio
Investment adviser representative at Pacific Capital
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$820.6MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Pacific CapitalAug 2019 to now
- Coniglio Wealth ManagementJan 2017 to Jul 2019
- Sterling Wealth PartnersMay 2016 to Jul 2019
- USA Financial SecuritiesOct 2015 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Pacific Capital
Legal name: Pacific Capital Wealth Advisors, Inc.
$820.6MAssets managed
78Clients
5Advisers
11 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
- 6290332
- Firm CRD
- 159294