Joseph A. Puritt
Professional summary
Joseph Anthony Puritt, who also goes by Joseph Natalizio, Joseph A Puritt, Joseph Puritt, is a registered financial advisor currently at WHITTIER ADVISORS, LLC located in Newport Beach, California.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joseph has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Anthony Puritt's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 5, 2025 - Present
WHITTIER ADVISORS, LLC
Office #1: 4695 Macarthur Court Suite 1500, Newport Beach, CA 92660June 30, 2022 - January 19, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 11, 2022 - January 19, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 16, 2018 - March 21, 2022
U.S. BANCORP ADVISORS, LLC
Primary Firm SEC Registration
WHITTIER ADVISORS, LLC
CRD#: 318024 / SEC#: 801-126237
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/5/2025)
(11/5/2025)
Exams
Series 7TO
Date: 2/25/2022
General Securities Representative ExaminationCurrent Firm
WHITTIER ADVISORS, LLC
CRD#: 318024 / SEC#: 801-126237
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 1,475,040,057 |
Red Flags
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