Joseph Warren Policastro
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Nisivoccia LLPMay 2023 to now
- Wealthspring Financial PartnersMay 2023 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesMay 2025 to Sep 2025
- Avantax Advisory ServicesMay 2023 to Sep 2025
- Avantax Investment Services Inc.May 2023 to Sep 2025
- Withum Smith & Brown PcAug 2019 to May 2023
- G-iii Apparel Group Ltd.Jun 2019 to Apr 2020
- Grant Thornton LLPJan 2017 to Jun 2019
- UnemployedJan 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7744647
- Firm CRD
- 105644