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JL

Joseph M. Landesman

CORRALES & CO.
MIAMI, FL 33131
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CRD#: 5811220
JL

Professional summary


Joseph Martin Landesman, who also goes by Joseph Landesman, is a registered financial advisor currently at CORRALES & CO. located in Miami, Florida and GT SECURITIES, INC. located in Los Angeles, California.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Joseph has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Joseph Landesman

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. INDEPENDENT INSURANCE AGENT, NATURE OF BUSINESS: LIFE INSURANCE, NOT INVESTMENT RELATED, LIFE INSURANCE AGENT, SUBMIT FRIENDS TERM LIFE POLICY, START DATE: 11/02/2020, DEVOTE: 2 HOURS PER WEEK, NOT DURING NORMAL BUSINESS HOURS. 2. NOVATION SOLUTIONS; NOT INVESTMENT RELATED; ACCOUNT EXECUTIVE; SELLING SOFTWARE SOLUTIONS TO SMALL BUSINESSES; SINCE 12/2021; Registered with a broker dealer, GT Securities, for potential regulated investment banking transactions. 3) ML Venture Group; Investment-related activity conducted through the broker-dealer; Hollywood FL 33021; Client and Business Advisory; Principal; Nov 10,2022; 200; 150.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joseph Martin Landesman'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

August 16, 2024 - Present

CORRALES & CO.

Office #1: 1200 Brickell Ave Suite 220, Miami, FL 33131
RIA
CRD#: 332189
MIAMI, FL
Current

August 24, 2023 - Present

GT SECURITIES, INC.

Office #1: 12130 Millennium Dr Suite 300, Los Angeles, CA 90094
BD
CRD#: 116012
Los Angeles, CA
Past

July 23, 2024 - November 7, 2024

COPE CONNELLY

RIA
CRD#: 311665
WASHINGTON, DC
Past

October 25, 2022 - July 23, 2025

ML VENTURE GROUP LLC

RIA
CRD#: 321975
HOLLYWOOD, FL
Past

July 14, 2020 - February 7, 2022

ALTI STRATEGIC ADVISORY (US) BD, LLC

BD
CRD#: 304839
MIAMI, FL
Past

September 7, 2018 - February 7, 2022

ALVARIUM INVESTMENT MANAGERS (US), LLC

RIA
CRD#: 285731
MIAMI, FL
Past

August 31, 2018 - July 25, 2019

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Miami, FL
Past

March 11, 2013 - March 17, 2017

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
MIAMI, FL
Past

February 27, 2013 - March 17, 2017

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
MIAMI, FL
Past

May 14, 2012 - February 12, 2013

MORGAN STANLEY

RIA
CRD#: 149777
AVENTURA, FL
Past

April 5, 2012 - February 12, 2013

MORGAN STANLEY

BD
CRD#: 149777
AVENTURA, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
C&
CORRALES & CO.
CORRALES & CO. | CORRALES & COMPANY, LLC

CRD#: 332189 / SEC#: 801-130804

RIA
Registered Investment Advisory firm - (8/12/2024 Approved)

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
California
(8/24/2023)
RR
Florida
(8/24/2023)
IAR
Florida
(8/16/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/10/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


C&
CORRALES & CO.
CORRALES & CO. | CORRALES & COMPANY, LLC

CRD#: 332189 / SEC#: 801-130804

RIA
Registered Investment Advisory firm - (8/12/2024 Approved)
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Contact information


Main Address
1200 Brickell Ave Suite 220, Miami, FL 33131
Mailing Address
Phone number
(239) 421-5359
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (15 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- CORRALES & CO. (3/27/2025)

Regulatory assets under management


Total Number of Accounts574
AUM (Assets Under Management)$ 167,494,419

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


CORRALES & CO.

CRD#: 332189Miami, FL 33131

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