Joseph Daniel Petrelli
Investment adviser representative at Lifeworks Advisors, LLC
11 yearsExperience
1 stateRegistered in
$966.7MFirm assets
5 yearsFirm in business
Are you Joseph Daniel Petrelli? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
11 years in the industry.
- Lifeworks Advisors, LLCFeb 2026 to now
- Equitable Advisors, LLCAug 2024 to Feb 2026
- The Brian Petrelli TeamApr 2023 to Aug 2024
- Metro Care AmbulanceFeb 2023 to Mar 2023
- The Brian Petrelli TeamMay 2021 to Jan 2023
- Vaned Real Estate SchoolDec 2020 to May 2021
- Rock Solid 4x4Sep 2019 to Dec 2020
- Rubio's Coastal GrillMay 2019 to Sep 2019
- King SoopersJan 2019 to May 2019
- Mountain Vista HighschoolAug 2017 to May 2021
- Mountain Ridge Middle SchoolAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Lifeworks Advisors, LLC
$966.7MAssets managed
1,814Clients
42Advisers
5 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
- 8000753
- Firm CRD
- 288255