Joseph Anthony Fantozzi
Investment adviser representative at Premier Path Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$1.2BFirm assets
3 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
11 years in the industry.
- Premier Path Wealth Partners, LLCMay 2025 to now
- Premier Path Wealth Wealth Partners, LLCMay 2025 to now
- Massmutual Life Insurance CoDec 2020 to Apr 2025
- MML Investors Services, LLCNov 2020 to Apr 2025
- UnemployedAug 2020 to Oct 2020
- MML Investors Services, LLCJul 2020 to Aug 2020
- Massmutual Life Insurance CoJul 2019 to Aug 2020
- Lenny's Silverton MarketSep 2017 to May 2018
- The Crabs Claw InnMay 2017 to Sep 2017
- Monmouth UniversityJan 2017 to May 2020
- Lenny's Silverton MarketMay 2016 to Dec 2016
- Albright CollegeAug 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Premier Path Wealth Partners, LLC
$1.2BAssets managed
463Clients
7Advisers
3 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
- 7263773
- Firm CRD
- 325300