Joseph Paul Milanese
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCFeb 2025 to now
- Albany Financial GroupJul 2024 to now
- Bbl HospitalityMay 2022 to Jun 2024
- St John Fisher UniversityAug 2020 to May 2024
- Juniors Bar and GrillNov 2019 to Dec 2021
- Crossroads American GrilleDec 2018 to Feb 2019
- Averill Park Central School DistrictSep 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7945672
- Firm CRD
- 6413