Joseph J. Lastelick
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Joseph Jerome Lastelick JR, who also goes by Jj Lastelcik, Joseph J (jr) Lastelick, was a registered financial professional .
Joseph is a previously registered financial professional and started their career in finance in 1997. Joseph had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 6, 2012 - June 7, 2024
GURUN INVESTMENT ADVISORS, INC.
June 12, 2009 - May 4, 2012
GURUN INVESTMENT ADVISORS, INC.
June 3, 2009 - May 4, 2012
GURUN INVESTMENT ADVISORS, INC.
October 22, 2001 - July 19, 2007
GURUN INVESTMENT ADVISORS, INC.
September 18, 2000 - September 26, 2001
CITIGROUP GLOBAL MARKETS INC.
January 1, 1997 - October 24, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GURUN INVESTMENT ADVISORS, INC.
CRD#: 37503 / SEC#: 801-60828, 8-47836
Contact information
Regulatory assets under management
| Total Number of Accounts | 409 |
| AUM (Assets Under Management) | $ 255,332,207 |
Red Flags
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