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JT

Joseph J. Tischler

PARKSTONE INVESTMENTS
Newton, MA 02458
Some features on this profile are disabled
CRD#: 6327196
JT

Professional summary

Joseph Judah Tischler is a registered financial advisor currently at PARKSTONE INVESTMENTS, LLC located in Newton, Massachusetts.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Joseph has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
PARKSTONE PROPERTIES, INC., NEWTON, MA 02/2003-PRESENT. ACTIVELY AND PASSIVELY INVESTS IN COMMERCIAL AND RESIDENTIAL REAL ESTATE PROJECTS. JOSEPH TISCHLER IS THE SOLE OWNER. APPROX HRS DEVOTED PER MONTH: 5-10

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Judah Tischler'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 28, 2014 - Present

PARKSTONE INVESTMENTS, LLC

Office #1: One Gateway Center-suite 510, Newton, MA 02458
RIA
CRD#: 171386
Newton, MA

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
Massachusetts
(5/28/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/1/2014
Uniform Investment Adviser Law Examination

Current Firm

PI
PARKSTONE INVESTMENTS, LLC
PARKSTONE INVESTMENTS, LLC

CRD#: 171386 / SEC#:

Massachusetts
Registered Investment Advisory firm - (5/28/2014 Approved)
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Contact information

Main Address
One Gateway Center-suite 510, Newton, MA 02458
Mailing Address
Phone number
(617) 549-2963
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts14
AUM (Assets Under Management)$ 22,295,047

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

PARKSTONE INVESTMENTS, LLC

CRD#: 171386Newton, MA 02458

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