William Joseph Joslyn
Investment adviser representative at Discipline Wealth Solutions, Inc.
11 yearsExperience
1 stateRegistered in
$746.7MFirm assets
5 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.
- Discipline Wealth Solutions, Inc.Aug 2024 to now
- Cpr Investments, Inc.Dec 2018 to Aug 2024
- Prime CommunicationsDec 2018 to Feb 2023
- Gennaros PizzaNov 2018 to Dec 2018
- Executive Cellular PhonesSep 2018 to Nov 2018
- Scautub Agency, LLCJan 2018 to Sep 2022
- NY Long Terracare BrokersApr 2016 to Dec 2018
- National Life GroupApr 2016 to May 2017
- Fierros PizzaApr 2015 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Discipline Wealth Solutions, Inc.
$746.7MAssets managed
1,946Clients
19Advisers
5 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
- 7362745
- Firm CRD
- 315846