Joseph David Shalom
Investment adviser representative at Thepartners Wealth Management
11 yearsExperience
6 statesRegistered in
$1.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Thepartners Wealth ManagementJul 2026 to now
- Hornor Townsend & Kent LLCMar 2020 to Jul 2026
- MML Investors Services, LLCSep 2019 to Mar 2020
- Mass Mutual Life Insurance CoJul 2019 to Mar 2020
- Children's Apparel NetworkJan 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 6 states (CA, MD, NJ, NY, TX, VA).
Thepartners Wealth Management
Legal name: The Partners Wealth Management, LLC
$1.2BAssets managed
6,212Clients
35Advisers
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
- 7170378
- Firm CRD
- 314816