Joseph F. Scutellaro

COHNREZNICK WEALTH MANAGEMENT LLC

HOLMDEL, NJ 07733

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CRD#: 4141652

Professional summary

Joseph F Scutellaro is a registered financial advisor currently at COHNREZNICK WEALTH MANAGEMENT LLC located in Holmdel, New Jersey.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joseph has worked at 2 firms and has passed the Series 66 exam.

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.

COHNREZNICK LLP - NOT INVESTMENT RELATED - HOLMDEL, NJ - ACCOUNTING FIRM - CERTIFIED PUBLIC ACCOUNTANT - START DATE: 07/21/2014 - APPROXIMATELY 100% OF TIME IS DEVOTED TO THIS OTHER BUSINESS ACTIVITY: 2,200 HOURS PER YEAR ON CPA ACTIVITIES AND ABOUT 100 HOURS PER YEAR PARTICIPATING IN MEETINGS AND PHONE CALLS WITH CLIENTS ON INVESTMENT ISSUES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph F Scutellaro'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®

None

Experience

Current

April 27, 2015 - Present

COHNREZNICK WEALTH MANAGEMENT LLC

Office #1: 101 Crawfords Corner Road Suite 2316, Holmdel, NJ 07733

RIA

CRD#: 121519

HOLMDEL, NJ

Past

December 9, 2003 - June 13, 2016

TARGETED CAPITAL, LLC

RIA

CRD#: 125814

TOMS RIVER, NJ

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

California
(4/29/2016)

IAR

Connecticut
(5/4/2016)

IAR

Florida
(7/22/2016)

IAR

Massachusetts
(8/1/2019)

IAR

New Jersey
(4/27/2015)

IAR

New York
(4/10/2021)

IAR

Pennsylvania
(7/25/2016)

IAR

Texas
(5/3/2016)

IAR

Vermont
(5/1/2019)

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: 1/14/1999

Uniform Combined State Law Examination

Current Firm

COHNREZNICK WEALTH MANAGEMENT LLC

COHN WEALTH MANAGEMENT LLC | COHNREZNICK WEALTH MANAGEMENT LLC | COHN WEALTH MANAGEMENT. LLC

CRD#: 121519 / SEC#: 801-63136

RIA

Registered Investment Advisory firm - (7/2/2004 Terminated)

California

Registered Investment Advisory firm - (8/31/2009 Approved)

Connecticut

Registered Investment Advisory firm - (9/21/2007 Approved)

Florida

Registered Investment Advisory firm - (7/22/2016 Approved)

Massachusetts

Registered Investment Advisory firm - (8/1/2019 Approved)

New Jersey

Registered Investment Advisory firm - (6/25/2001 Approved)

New York

Registered Investment Advisory firm - (4/5/2002 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/21/2016 Approved)

Texas

Registered Investment Advisory firm - (5/3/2016 Conditional Restricted)

Vermont

Registered Investment Advisory firm - (5/1/2019 Approved)

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).

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Contact information

Main Address

14 Sylvan Way 3rd Floor, Parsippany, NJ 07054

Mailing Address

Phone number

(973) 364-0001

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Joseph F. Scutellaro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

COHNREZNICK WEALTH MANAGEMENT LLC

TARGETED CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/1999

Current Firm

COHNREZNICK WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

COHNREZNICK WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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