Joseph D Robertson
Investment adviser representative at Maridea Wealth Management
12 yearsExperience
1 stateRegistered in
$2BFirm assets
2 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
12 years in the industry.
- Maridea Wealth Management LLCFeb 2025 to now
- Private Client Services, LLCAug 2024 to now
- Vitalstone Financial, LLCJul 2024 to now
- Morgan StanleyJan 2023 to Jul 2024
- E*trade Securities LLCJun 2022 to Sep 2023
- UnemployedMar 2022 to May 2022
- Manatee School of the ArtsAug 2020 to Feb 2022
- University of South FloridaJan 2020 to Dec 2021
- Avum LLC (columbia Care)Jan 2020 to Jan 2020
- Chick-fil-aOct 2017 to Jan 2020
- Mexicali Border CafeSep 2016 to Oct 2017
- Bob EvansFeb 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Maridea Wealth Management
Legal name: Maridea Wealth Management LLC
$2BAssets managed
2,100Clients
38Advisers
2 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
- 7493533
- Firm CRD
- 325523