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JT

Joseph B. Tartoni

SHARENETT SECURITIES
New York, NY 10017
CRD#: 4871500
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JT
Joseph Bereau TartoniSHARENETT SECURITIES

Professional summary


Joseph Bereau Tartoni, who also goes by Joseph Tartoni, Joe Tartoni, is a registered financial professional currently at SHARENETT SECURITIES LLC located in New York, New York.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2006. Joseph has worked at 5 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 14 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph Tartoni | Joe Tartoni

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) - BD


Click below to view Joseph Bereau Tartoni'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 30, 2026 - Present

SHARENETT SECURITIES LLC

Office #1: 575 Fifth Avenue, Suite 17-119, New York, NY 10017
BD
CRD#: 151011
New York, NY
Past

May 12, 2023 - April 17, 2026

DECHEQUE SECURITIES LLC

BD
CRD#: 311020
SALT LAKE CITY, UT
Past

March 28, 2022 - February 27, 2023

TOR BROKERAGE LLC

BD
CRD#: 135274
HAZLET, NJ
Past

March 18, 2022 - February 20, 2025

VELOCITY CLEARING, LLC

BD
CRD#: 126588
Walnut Creek, CA
Past

April 3, 2006 - March 1, 2022

BTIG, LLC

BD
CRD#: 122225
SAN FRANCISCO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/8/2026)
RR
Florida
(4/30/2026)
RR
New York
(4/30/2026)
RR
North Carolina
(4/30/2026)
RR
Texas
(4/30/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 3/17/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/14/2009
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 5/12/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/16/2009
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


SS
SHARENETT SECURITIES LLC
MORNINGSIDE SECURITIES, LLC | SHARENETT SECURITIES LLC

CRD#: 151011 / SEC#: , 8-68326

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
575 Fifth Avenue, Suite 17-119, New York, NY 10017
Mailing Address
575 Fifth Avenue 14th Floor, New York, NY, 10017
Phone number
(917) 302-6984
Established
New York since 02/25/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SHARENETT HOLDINGS LLCOWNER
DOLEZAL, PETER MARTINCEO/PRESIDENT/CCO4119021
FIALA, ANGELA MARIAPOO5163386
MASTERS, KEVIN CRAWFORDFINOP/PFO2730013

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


SHARENETT SECURITIES LLC

CRD#: 151011New York, NY 10017

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