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JM

Joseph Maniscalco

CSI GROUP ADVISORS
Staten Island, NY 10308
Some features on this profile are disabled
CRD#: 4996031
JM
Joseph ManiscalcoCSI GROUP ADVISORS

Professional summary

Joseph Maniscalco, who also goes by Joseph Maniscalco, is a registered financial advisor currently at CSI GROUP ADVISORS, LLC located in Staten Island, New York and LPL FINANCIAL LLC located in Staten Island, New York.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Joseph has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Aliases

Joseph Maniscalco

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) 04/16/2025 - Joseph Manicalco - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:01/01/2024 - 20 Hrs/Mth - 2 Hrs During Trading. 2) 04/10/2026 - CSI Group Advisors LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) -Start Date 04/01/2026 - 40 hours per month/ during trading- I provide investment advisory services through CSI Group Advisors LLC, an independent investment advisor firm. I started this business activity in 04/2026. I expect to spend approximately 40 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Maniscalco'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

January 5, 2026 - Present

CSI GROUP ADVISORS, LLC

Office #1: 3996 Amboy Road, Staten Island, NY 10308
RIA
CRD#: 338012
Staten Island, NY
Current

March 5, 2025 - Present

LPL FINANCIAL LLC

Office #1: 3996 Amboy Rd, Staten Island, NY 10308
RIA
BD
CRD#: 6413
STATEN ISLAND, NY
Past

March 5, 2025 - July 20, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
KENDALL PARK, NJ
Past

March 17, 2022 - February 5, 2025

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
HOLMDEL, NJ
Past

January 15, 2022 - February 5, 2025

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
HOLMDEL, NJ
Past

September 12, 2011 - September 29, 2011

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
NEW YORK, NY
Past

June 4, 2008 - September 9, 2009

EMPIRE ASSET MANAGEMENT COMPANY

BD
CRD#: 143007
HOLMDEL, NJ
Past

September 2, 2005 - April 30, 2008

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
NEW YORK, NY

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.
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
Florida
(3/13/2025)
RR
Massachusetts
(5/27/2025)
RR
New Jersey
(3/5/2025)
IAR
New Jersey
(1/5/2026)
RR
New York
(3/5/2025)
IAR
New York
(1/5/2026)
RR
Pennsylvania
(3/13/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/11/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/16/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/15/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/19/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CG
CSI GROUP ADVISORS, LLC
CSI GROUP ADVISORS, LLC

CRD#: 338012 / SEC#: 801-134411

RIA
Registered Investment Advisory firm - (9/30/2025 120-Day Approval)
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Contact information

Main Address
1599 Nj-34 Suite 2, Wall Township, NJ 07727
Mailing Address
Phone number
(732) 224-3990
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (1/5/2026)
0

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

CSI GROUP ADVISORS, LLC

CRD#: 338012Staten Island, NY 10308

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