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Joseph + Celiberti - Financial Advisor in St Augustine, FL

Paladin Research Report For:

Joseph Celiberti

Stratos Wealth Partners

218 Silverleaf Village Dr
St Augustine, FL 32092
904-806-5345
Visit Website
https://www.stratoswealthpartners.com/

About Joseph Celiberti

We believe Stratos Wealth Partners offers our clients a clear advantage. By bringing the resources of a national firm to the local level, we enable our advisors to take full advantage of our organizational depth of knowledge, research, talent, and expertise to serve a broader spectrum of client needs. Through innovative thinking, insightful guidance and practical advice your advisor has access to vast resources in developing the custom strategies you seek and the unparalleled service you require.

See Disclosures

General Information

Firm Start Year
  • 2008
No. of Employees
  • 100-499
CRD#
  • 5456961
Firm CRD#
  • 6413
Years of Experience in Financial Services
  • 15
Work Experience
  • Joe has over 20 years of experience in the financial services industry. He was previously the founder of Elite Lending Services, and held management positions at United Rentals, and Kisco Retirement Communities. Joe currently holds his Series 7 through LPL Financial and 66 securities licenses through LPL and Stratos Wealth Partners and is licensed to sell Life, Accident, and Health Insurance.



    Stratos Wealth Partners and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation.
Work with the following types of clients
  • Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors
Advisory Services Provided
  • Wealth Management, Money Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers

Compliance

Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 7, Series 66
Insurance and Annuity Licenses
  • Annuity, Health, Life, Variable Annuity, Variable Life, Long Term Care, Disability

Firm Information

Assets Managed by Advisor
  • $65 million

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $100,000
Compensation Methods
  • Based on Assets, Hourly, Flat Fee, Commissions

Education

BBA - Finance
  • Iona College
    9/1996 - 12/2000
MBA - Marketing
  • Iona College
    12/2000 - 5/2003

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

BASIC INFORMATION NEEDED FOR THE INQUIRY

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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