Joseph Stephen Pasquale
Investment adviser representative at Gw&k Investment Management, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$52.8BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Gw&k Investment Management, LLCJul 2023 to now
- Bank of New York MellonJun 2017 to Jul 2023
- Bank of New York MellonApr 2015 to May 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Gw&k Investment Management, LLC
$52.8BAssets managed
48,710Clients
8Advisers
23 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
- 7789836
- Firm CRD
- 121942