Joseph M. Purcell
Professional summary
Joseph Michael Purcell, CFP® is a registered financial advisor currently at WISSAHICKON WEALTH MANAGEMENT LLC located in Philadelphia, Pennsylvania.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Joseph has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Michael Purcell's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 21, 2017 - Present
WISSAHICKON WEALTH MANAGEMENT LLC
Office #1: 2929 Arch Street Suite 1700, Philadelphia, PA 19104April 23, 2012 - September 22, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 23, 2012 - September 22, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 17, 2010 - March 28, 2012
MORGAN STANLEY
February 17, 2010 - March 28, 2012
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/16/2017)
(9/21/2017)
Exams
Current Firm
WISSAHICKON WEALTH MANAGEMENT LLC
CRD#: 289008 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 108 |
| AUM (Assets Under Management) | $ 56,000,000 |
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.
