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JS

Joseph V. Sileo

ATALANTA SOSNOFF CAPITAL
New York, NY 10017
Some features on this profile are disabled
CRD#: 2478119
JS

Professional summary

Joseph Victor Sileo JR, who also goes by Joe Sileo Jr., Joseph VIctor Sileo Jr., is a registered financial advisor currently at ATALANTA SOSNOFF CAPITAL, LLC located in New York, New York.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Joseph has worked at 3 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joe Sileo Jr. | Joseph Victor Sileo Jr.

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 Victor Sileo JR's CRS (Customer Relationship Summary).
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

August 8, 2022 - Present

ATALANTA SOSNOFF CAPITAL, LLC

Office #1: 505 Fifth Avenue 17th Floor, New York, NY 10017
RIA
CRD#: 104880
New York, NY
Past

July 11, 2008 - April 8, 2011

ATALANTA SOSNOFF CAPITAL, LLC

RIA
CRD#: 104880
NEW YORK, NY
Past

May 13, 2008 - March 31, 2011

ATALANTA SOSNOFF MANAGEMENT, LLC

RIA
CRD#: 11085
NEW YORK, NY
Past

May 12, 2004 - August 24, 2006

ATALANTA SOSNOFF MANAGEMENT, LLC

BD
CRD#: 11085
NEW YORK, NY
Past

September 3, 1997 - May 3, 2004

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AS
ATALANTA SOSNOFF CAPITAL, LLC
ATALANTA SOSNOFF CAPITAL CORP DELAWARE | ATALANTA/SOSNOFF CAPITAL, LLC | ATALANTA/SOSNOFF CAPITAL CORP (DELAWARE) | ATALANTA SOSNOFF CAPITAL, LLC

CRD#: 104880 / SEC#: 801-16739

RIA
Registered Investment Advisory firm - (1/20/1982 Approved)

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
Connecticut
(8/8/2022)
IAR
New York
(8/8/2022)
IAR
Ohio
(8/10/2022)
IAR
Pennsylvania
(8/8/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 8/11/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 8/29/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AS
ATALANTA SOSNOFF CAPITAL, LLC
ATALANTA SOSNOFF CAPITAL CORP DELAWARE | ATALANTA/SOSNOFF CAPITAL, LLC | ATALANTA/SOSNOFF CAPITAL CORP (DELAWARE) | ATALANTA SOSNOFF CAPITAL, LLC

CRD#: 104880 / SEC#: 801-16739

RIA
Registered Investment Advisory firm - (1/20/1982 Approved)
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Contact information

Main Address
505 Fifth Avenue 17th Floor, New York, NY 10017
Mailing Address
Phone number
(212) 867-5000
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ATALANTA SOSNOFF CAPITAL, LLC PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts195
AUM (Assets Under Management)$ 4,496,850,000

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
06/27/2025
Cover Page
Report
10/25/2024
Cover Page
Report
11/22/2023
Cover Page
Report
12/28/2022
Cover Page
Report

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

ATALANTA SOSNOFF CAPITAL, LLC

CRD#: 104880New York, NY 10017

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