Joseph Robert Gandolfo
Investment adviser representative at Factory Capital LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$102.5MFirm assets
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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
14 years in the industry.
- Factory Capital LLCJun 2026 to now
- B&g CapitalSep 2024 to now
- Truist SecuritiesJul 2022 to Sep 2024
- Truist SecuritiesJun 2021 to Aug 2021
- Georgia Tech FoundationJan 2021 to Jun 2021
- Forge PartnersJul 2020 to Dec 2020
- MathnasiumJan 2020 to Jun 2020
- Georgia TechAug 2018 to Jun 2022
- StudentJul 2012 to Aug 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Factory Capital LLC
$102.5MAssets managed
26Clients
5Advisers
Under 1 yearIn 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
- 7590426
- Firm CRD
- 341250