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JS

Joseph C. Satira

GOLDEN RESERVE RETIREMENT
Canonsburg, PA 15317
Some features on this profile are disabled
CRD#: 6980065
JS

Professional summary

Joseph Christopher Satira, who also goes by Joseph Satira, Joseph Christopher Satira, is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Canonsburg, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joseph has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joseph Satira | Joseph Christopher Satira

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Christopher Satira'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

February 12, 2026 - Present

GOLDEN RESERVE RETIREMENT, LLC

Office #1: 375 Southpoint Blvd Suite 360, Canonsburg, PA 15317
RIA
CRD#: 283588
Canonsburg, PA
Past

June 23, 2025 - January 21, 2026

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
Pittsburgh, PA
Past

June 5, 2025 - January 21, 2026

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA

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".
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA
Registered Investment Advisory firm - (6/2/2021 Approved)
Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)

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
Ohio
(2/12/2026)
IAR
Pennsylvania
(2/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/27/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/5/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/23/2025
Securities Industry Essentials Examination

Current Firm

GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA
Registered Investment Advisory firm - (6/2/2021 Approved)
Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)
PREMIUM
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Contact information

Main Address
270 Bradenton Avenue, Dublin, OH 43017
Mailing Address
Phone number
(855) 456-4777
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-GOLDEN RESERVE, LLC (1/2/2026)

Regulatory assets under management

Total Number of Accounts2,183
AUM (Assets Under Management)$ 310,932,597

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

GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588Canonsburg, PA 15317

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