Joseph H. Littky

BLUE LINE CAPITAL ADVISORS

Palm Beach Gardens, FL 33418

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CRD#: 2597427

Professional summary

Joseph Harold Littky, CFP®, who also goes by Joe Littky, Joey Littky, is a registered financial advisor currently at BLUE LINE CAPITAL ADVISORS located in Palm Beach Gardens, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Joseph has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Littky | Joey Littky

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.

1) Global Medical Response - Emergency Medical Technician. 1105 Barnett Drive, Lake Worth, FL 33461 Investment-related: No. Start Date: 1/11/2019. Mr. Littky spends 10 hours of his time engaged in the activity during securities hours per month. Duties are to respond to medical emergencies and render aid. 2) Palm Beach County Sheriff's Office - Reserve Deputy Sheriff. 3228 Gun Club Road, West Palm Beach, FL, 33406. Investment-related: No. Start Date: 7/01/2019. Mr. Littky spends 24 hours of his time engaged in the activity hours during securities hours per month. Duties are to perform law enforcement functions. 3) Beach City Basketball - Manager. 2600 North Military Trail, Suite 1219, West Palm Beach Florida, 33409. Investment-related: No. Start Date: 8/30/2021. Mr. Littky spends 2 hours of his time engaged in the activity during securities hours per month. Duties are to discuss summer camp potential for youth basketball. 4) Palm Beach State College - Adjunct Professor. 3160 PGA Boulevard, Palm Beach Gardens, FL 33410. Investment-related: No. Start Date: 9/15/21. Mr. Littky spends 8 hours of his time engaged in the activity hours during securities hours per month. Mr. Littky will be teaching First Aid as an adjunct professor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Harold Littky'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

April 14, 2022 - Present

BLUE LINE CAPITAL ADVISORS

Office #1: 4145 Faraday Way, Palm Beach Gardens, FL 33418

RIA

CRD#: 297188

Palm Beach Gardens, FL

Past

February 26, 2020 - April 27, 2022

NOTTINGHAM WEALTH PARTNERS, INC.

RIA

CRD#: 306971

Palm Beach Gardens, FL

Past

September 15, 2016 - November 1, 2019

GLOBAL TRUST

RIA

CRD#: 143120

WEST PALM BEACH, FL

Past

August 12, 2009 - August 10, 2016

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 131631

WEST PALM BEACH, FL

Past

August 12, 2009 - August 10, 2016

CAPITAL GUARDIAN, LLC

CRD#: 137919

WEST PALM BEACH, FL

Past

October 3, 2005 - August 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PALM BEACH GARDENS, FL

Past

September 30, 2005 - August 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PALM BEACH GARDENS, FL

Past

July 11, 1996 - October 18, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NORTH PALM BEACH, FL

Past

July 8, 1996 - October 18, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

October 12, 1995 - April 30, 1996

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

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

Florida
(4/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/10/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/20/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/10/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/17/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/11/1995

General Securities Representative Examination

Current Firm

BLUE LINE CAPITAL ADVISORS

BLUE LINE CAPITAL ADVISORS | WEALTH MANAGEMENT AMERICA, LLC

CRD#: 297188 / SEC#:

Florida

Registered Investment Advisory firm - (8/24/2018 Approved)

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Contact information

Main Address

4145 Faraday Way, Palm Beach Gardens, FL 33418

Mailing Address

Phone number

(561) 385-4131

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	87
AUM (Assets Under Management)	$ 32,907,570

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.

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Advisor Monitoring

Firm Stability Insights

Joseph H. Littky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Harold Littky's CRS (Customer Relationship Summary).

Certified licenses

Experience

NOTTINGHAM WEALTH PARTNERS, INC.

GLOBAL TRUST

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

CAPITAL GUARDIAN, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

ALEX. BROWN & SONS INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/1997

Series 63

Date: 10/20/1995

SIE

Date: 8/10/2016

Series 31

Date: 9/17/2003

Series 7

Date: 10/11/1995

Current Firm

BLUE LINE CAPITAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE LINE CAPITAL ADVISORS

TRUST BUT VERIFY

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