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JC

Joseph J. Cardello

AUGUST WEALTH ADVISORS LLC
WESTPORT, CT 06880
Some features on this profile are disabled
CRD#: 2492387
JC

Professional summary

Joseph John Cardello, who also goes by Joseph Cardello, is a registered financial advisor currently at AUGUST WEALTH ADVISORS LLC located in Westport, Connecticut.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joseph has worked at 2 firms and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joseph Cardello

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 John Cardello'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

February 19, 2026 - Present

AUGUST WEALTH ADVISORS LLC

Office #1: 1 Riverside Avenue First Floor, Westport, CT 06880
RIA
CRD#: 339322
WESTPORT, CT
Past

February 13, 2020 - February 25, 2026

STRATOS WEALTH ADVISORS LLC

RIA
CRD#: 283816
WESTPORT, CT
Past

October 29, 2019 - January 2, 2020

STRATOS WEALTH ADVISORS LLC

RIA
CRD#: 283816
WESTPORT, CT

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
(2/19/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/29/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 5/3/1994
National Commodity Futures Examination

Current Firm

AW
AUGUST WEALTH ADVISORS LLC
AUGUST WEALTH ADVISORS LLC

CRD#: 339322 / SEC#: 801-134820

RIA
Registered Investment Advisory firm - (11/24/2025 120-Day Approval)
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Contact information

Main Address
1 Riverside Avenue First Floor, Westport, CT 06880
Mailing Address
Phone number
(800) 985-9477
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 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

AWA DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/24/2025)
0

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

AUGUST WEALTH ADVISORS LLC

CRD#: 339322Westport, CT 06880

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