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JA

Joseph T. Amendolara

CITY INVESTMENT ADVISORS
LANGHORNE, PA 10947
CRD#: 2408246
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JA
Joseph Thomas AmendolaraCITY INVESTMENT ADVISORS

Professional summary


Joseph Thomas Amendolara is a registered financial advisor currently at CITY INVESTMENT ADVISORS, INC. located in Langhorne, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Joseph has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joseph Thomas Amendolara's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 20, 1998 - Present

CITY INVESTMENT ADVISORS, INC.

Office #1: 402 Executive Dr, Langhorne, PA 10947
RIA
CRD#: 123145
LANGHORNE, PA
Past

June 3, 1997 - May 13, 1998

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

May 25, 1994 - June 6, 1997

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

December 13, 1993 - May 6, 1994

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 13, 1993 - May 6, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(7/20/1998)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/29/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CI
CITY INVESTMENT ADVISORS, INC.
CITY INVESTMENT ADVISORS, INC.

CRD#: 123145 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (7/20/1998 Approved)
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Contact information


Main Address
402 Executive Drive, Langhorne, PA 19047
Mailing Address
Phone number
(215) 208-5443
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts50
AUM (Assets Under Management)$ 1,650,000

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


CITY INVESTMENT ADVISORS, INC.

CRD#: 123145Langhorne, PA 10947

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