Joseph Cammayo

GRANTVEST FINANCIAL GROUP LLC

Matawan, NJ 07747

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CRD#: 2815760

Professional summary

Joseph Cammayo is a registered financial advisor currently at GRANTVEST FINANCIAL GROUP LLC located in Matawan, New Jersey.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Joseph has worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 10, Series 9 and Series 24 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.

1) GRANTvest Financial Group, LLC. Investment Related. 106 Main St, Suite D Matawan New Jersey, 07747. Nature of Business: RIA-Financial Planning Primarily ETF's and Equities. Title: Advisor RIA. Start Date: 04/01/2021. Hours per Month: 20-40 Hours. Duties: Duties of an IAR. 2) JBT Benefits Group. Non Investment related. Address 106 Main Street, Suite D, Matawan NJ 07747, DBA for supplemental insurance benefits. 10 Hours per month 3) FED RP, LLC - A DBA for marketing services of GrantVest Financial Group to Federal Employees. Address- 106 Main Street, Suite E, Matawan NJ 07747. O hours per month. Start Date 09/2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Cammayo'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

April 12, 2021 - Present

GRANTVEST FINANCIAL GROUP LLC

Office #1: 106 Main Street Suite D, Matawan, NJ 07747

RIA

CRD#: 310272

Matawan, NJ

Past

March 19, 2018 - April 12, 2021

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

MATAWAN, NJ

Past

March 19, 2018 - April 4, 2025

CALTON & ASSOCIATES, INC.

CRD#: 20999

MATAWAN, NJ

Past

November 6, 2015 - March 20, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SPRINGFIELD, NJ

Past

November 4, 2015 - March 20, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SPRINGFIELD, NJ

Past

February 21, 2013 - October 7, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

MONROE, NJ

Past

February 20, 2013 - October 7, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

MONROE, NJ

Past

July 29, 2011 - February 21, 2013

MORGAN STANLEY

RIA

CRD#: 149777

FLORHAM PARK, NJ

Past

July 28, 2011 - February 21, 2013

MORGAN STANLEY

CRD#: 149777

FLORHAM PARK, NJ

Past

April 12, 2010 - May 10, 2011

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

FLORHAM PARK, NJ

Past

April 6, 2010 - May 10, 2011

OPPENHEIMER & CO. INC.

CRD#: 249

FLORHAM PARK, NJ

Past

June 1, 2009 - April 26, 2010

MORGAN STANLEY

RIA

CRD#: 149777

NEW BRUNSWICK, NJ

Past

June 1, 2009 - April 26, 2010

MORGAN STANLEY

CRD#: 149777

NEW BRUNSWICK, NJ

Past

February 19, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NEW BRUNSWICK, NJ

Past

August 3, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW BRUNSWICK, NJ

Past

December 13, 2006 - July 31, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

EAST BRUNSWICK, NJ

Past

April 28, 2006 - July 31, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

EAST BRUNSWICK, NJ

Past

October 20, 2004 - December 31, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

December 15, 2000 - October 20, 2004

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

July 7, 2000 - November 15, 2000

TRACK DATA SECURITIES CORPORATION

CRD#: 103802

BROOKLYN, NY

Past

February 8, 2000 - November 10, 2000

REVERE SECURITIES LLC

CRD#: 14178

NEW YORK, NY

Past

January 3, 1998 - April 8, 1998

WINDSOR STREET CAPITAL, LP

CRD#: 34171

NEW YORK, NY

Past

October 14, 1997 - December 16, 1997

LADENBURG THALMANN & CO. INC.

CRD#: 505

NEW YORK, NY

Past

August 25, 1997 - October 16, 1997

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

ATLANTA, GA

Past

August 13, 1997 - August 26, 1997

LT LAWRENCE & CO., INC.

CRD#: 31956

NEW YORK, NY

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".

GRANTVEST FINANCIAL GROUP LLC

FEDRP | GRANTVEST FINANCIAL GROUP LLC

CRD#: 310272 / SEC#: 801-129847

RIA

Registered Investment Advisory firm - (4/8/2024 Approved)

Florida

Registered Investment Advisory firm - (4/17/2024 Terminated)

Maryland

Registered Investment Advisory firm - (4/23/2024 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/17/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (4/18/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/17/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(4/12/2021)

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 66

Date: 12/12/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/1/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/22/2008

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/22/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 9/24/2007

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 8/20/2007

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 6/6/2006

General Securities Principal Examination

Current Firm

GRANTVEST FINANCIAL GROUP LLC

FEDRP | GRANTVEST FINANCIAL GROUP LLC

CRD#: 310272 / SEC#: 801-129847

RIA

Registered Investment Advisory firm - (4/8/2024 Approved)

Florida

Registered Investment Advisory firm - (4/17/2024 Terminated)

Maryland

Registered Investment Advisory firm - (4/23/2024 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/17/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (4/18/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/17/2024 Terminated)

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Contact information

Main Address

106 Main Street Suite D, Matawan, NJ 07747

Mailing Address

Phone number

(732) 970-6659

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,100
AUM (Assets Under Management)	$ 170,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Joseph Cammayo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

QUICK & REILLY, INC.

TRACK DATA SECURITIES CORPORATION

REVERE SECURITIES LLC

WINDSOR STREET CAPITAL, LP

LADENBURG THALMANN & CO. INC.

J.P. TURNER & COMPANY, L.L.C.

LT LAWRENCE & CO., INC.

Primary Firm SEC Registration

GRANTVEST FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2006

Series 63

Date: 8/1/1997

SIE

Date: 10/1/2018

Series 3

Date: 12/22/2008

Series 7

Date: 7/22/1997

Series 10

Date: 9/24/2007

Series 9

Date: 8/20/2007

Series 24

Date: 6/6/2006

Current Firm

GRANTVEST FINANCIAL GROUP LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRANTVEST FINANCIAL GROUP LLC

TRUST BUT VERIFY

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