Joseph M Anastasi
Investment adviser representative at Winthrop Wealth
11 yearsExperience
1 stateRegistered in
$3.1BFirm assets
9 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 feeOther
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.
- Winthrop WealthJul 2026 to now
- Winthrop Advisory Group LLCApr 2024 to now
- Commonwealth Financial NetworkJun 2023 to Apr 2024
- Enterprise HoldingsJun 2022 to Aug 2022
- Massachusetts General HospitalJun 2021 to Aug 2021
- Bryant UniversitySep 2019 to May 2023
- Volante FarmsApr 2018 to Dec 2023
- Needham HighschoolSep 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
9 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
- 7761176
- Firm CRD
- 288178