Joseph Stephen Maccariello
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
13 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2024 to now
- Cambridge Investment Research, Inc.Jul 2024 to now
- Bank of America, N.A.Jul 2022 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Jul 2024
- Innovative Advocate GroupJan 2020 to Jun 2021
- University of DelawareAug 2017 to May 2021
- Country Day CampJun 2015 to Aug 2019
- Manalapan High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7409049
- Firm CRD
- 134139