Joseph A. Canadeo
Professional summary
Joseph Anthony Canadeo, who also goes by Joe Canadeo, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Boca Raton, Florida and TRUIST INVESTMENT SERVICES, INC. located in Tamarac, Florida.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Joseph has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Anthony Canadeo's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 6100 Glades Rd, Boca Raton, FL 33434April 17, 2015 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 7879 W Commercial Blvd, Tamarac, FL 33351Office #2: 6100 Glades Rd, Boca Raton, FL 33434Office #3: 23037 State Rd 7, Boca Raton, FL 33428Office #4: 110 S Federal Hwy, Deerfield Beach, FL 33441Office #5: 7400 Camino Real Ste 100, Boca Raton, FL 33433April 20, 2015 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
September 27, 2010 - April 20, 2015
OPPENHEIMER & CO. INC.
June 15, 2010 - April 20, 2015
OPPENHEIMER & CO. INC.
January 24, 2008 - June 9, 2010
WELLS FARGO CLEARING SERVICES, LLC
January 18, 2008 - June 9, 2010
WELLS FARGO CLEARING SERVICES, LLC
November 7, 2001 - January 22, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
November 7, 2001 - January 22, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 8, 1994 - October 24, 2001
CITICORP INVESTMENT SERVICES
July 10, 1992 - March 9, 1994
CHASE INVESTMENT SERVICES CORP.
March 22, 1989 - June 26, 1992
INVEST FINANCIAL CORPORATION
January 24, 1989 - April 5, 1989
U.S. ADVISORS, INC.
July 22, 1987 - January 25, 1989
GRAYSTONE NASH, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/30/2024)
(11/10/2015)
(3/14/2022)
(10/28/2019)
(3/13/2024)
(2/28/2017)
(4/20/2015)
(8/19/2016)
(4/27/2015)
(11/12/2019)
(6/27/2024)
(11/21/2023)
(1/5/2024)
(4/21/2015)
(7/13/2023)
(4/21/2015)
(4/24/2015)
(7/22/2022)
(4/27/2023)
(7/12/2024)
(2/5/2024)
(9/6/2023)
(9/11/2023)
(7/13/2023)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Boca Raton, FL 33434TRUST BUT VERIFY
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