Joseph Anthony Puritt
Investment adviser representative at Whittier Advisors, LLC
9 yearsExperience
2 statesRegistered in
$1.9BFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
9 years in the industry.
- Foreside Funds Distributors LLCDec 2025 to now
- Whittier Advisors, LLCNov 2025 to now
- UnemployedSep 2025 to Nov 2025
- Hec ParisJan 2024 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Jan 2024
- Unionbanc Investment ServicesJan 2018 to Mar 2022
- Mufg Union BankDec 2017 to Mar 2022
- UnemployedJan 2017 to Dec 2017
- KijijiMar 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Whittier Advisors, LLC
$1.9BAssets managed
30Clients
7Advisers
4 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
- 6896652
- Firm CRD
- 318024