Joseph A. Iraci

PHOENIX-VERITAS WEALTH MANAGEMENT

Staten Island, NY

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CRD#: 5479112

Professional summary

Joseph A Iraci, who also goes by Joseph A Iraci, Joseph Iraci, is a registered financial advisor currently at PHOENIX-VERITAS WEALTH MANAGEMENT located in Staten Island, New York.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joseph has worked at 6 firms and has passed the Series 65, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph A Iraci | Joseph Iraci

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.

Name of Outside Business: New Jersey City University; Investment Related: No; Address of Outside Business: Jersey City, NJ; Nature of Outside Business: Educational Provider; Position: Adjunct Faculty; Start Date:9/1/2018; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Teaching a class part time as part of its adjunct faculty. Name of Outside Business: St. John's University; Investment Related: No; Address of Outside Business: Queens, NY; Nature of Outside Business: Educational Provider; Position: Adjunct Faculty; Start Date:9/1/2022; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Teaching a class part time as part of its adjunct faculty. Name of Outside Business: Ye Olde Tavern; Investment Related: No; Address of Outside Business: Manchester Center, VT; Nature of Outside Business: Restaurant; Position: Owner; Start Date:5/16/2022; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: General management duties. Name of Outside Business: Phoenix-Veritas Consulting; Investment Related: No; Address of Outside Business: Staten Island, VT; Nature of Outside Business: Consulting; Position: Owner; Start Date:7/1/2024; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: General management duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph A Iraci'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

May 7, 2025 - Present

PHOENIX-VERITAS WEALTH MANAGEMENT

RIA

CRD#: 333158

Staten Island, NY

Past

August 30, 2022 - June 25, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

New York, NY

Past

April 5, 2021 - April 14, 2022

ROBINHOOD FINANCIAL, LLC

CRD#: 165998

New York, NY

Past

April 23, 2012 - December 15, 2020

TD AMERITRADE CLEARING, INC.

CRD#: 5633

OMAHA, NE

Past

May 19, 2010 - December 15, 2020

TD AMERITRADE, INC.

CRD#: 7870

JERSEY CITY, NJ

Past

March 21, 2008 - April 30, 2010

NATIONAL FINANCIAL SERVICES LLC

CRD#: 13041

JERSEY CITY, 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

New York
(5/7/2025)

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 65

Date: 8/12/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/20/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/24/2008

General Securities Principal Examination

Current Firm

PHOENIX-VERITAS WEALTH MANAGEMENT

BRIGHTON BEACH 87 FOR NJ INC. | PHOENIX-VERITAS WEALTH MANAGEMENT

CRD#: 333158 / SEC#:

New York

Registered Investment Advisory firm - (5/7/2025 Approved)

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Contact information

Main Address

Staten Island, NY

Mailing Address

Phone number

(718) 887-6495

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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Firm Stability Insights

Joseph A. Iraci

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

ROBINHOOD FINANCIAL, LLC

TD AMERITRADE CLEARING, INC.

TD AMERITRADE, INC.

NATIONAL FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/2024

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/20/2008

Series 24

Date: 4/24/2008

Current Firm

PHOENIX-VERITAS WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

PHOENIX-VERITAS WEALTH MANAGEMENT

TRUST BUT VERIFY

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