Joseph Berishaj

RETIREMENT SYSTEMS LLC

BLOOMFIELD HILLS, MI 48301

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CRD#: 7031258

Professional summary

Joseph Berishaj is a registered financial advisor currently at RETIREMENT SYSTEMS LLC located in Bloomfield Hills, Michigan.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joseph has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

1) Spartan Wealth Management, Bingham Farms, MI, customer service, 8/2018 to present, 160 hr/month and 120 during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Berishaj'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

March 4, 2025 - Present

RETIREMENT SYSTEMS LLC

Office #1: 6755 Telegraph Rd. Suite 300, Bloomfield Hills, MI 48301

RIA

CRD#: 310927

BLOOMFIELD HILLS, MI

Past

January 3, 2022 - July 26, 2024

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

Birmingham, MI

Past

November 11, 2020 - July 26, 2024

CADARET, GRANT & CO., INC.

CRD#: 10641

Birmingham, MI

Past

June 22, 2020 - November 24, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Birmingham, MI

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

Michigan
(3/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/22/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/22/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/16/2019

Securities Industry Essentials Examination

Current Firm

RETIREMENT SYSTEMS LLC

RETIREMENT SYSTEMS LLC | RETIREMENT SYSTEMS LLC DBA ADVANCED ADVISOR

CRD#: 310927 / SEC#:

Connecticut

Registered Investment Advisory firm - (5/3/2022 Approved)

Illinois

Registered Investment Advisory firm - (1/15/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (6/6/2022 Approved)

Michigan

Registered Investment Advisory firm - (2/11/2022 Approved)

New Jersey

Registered Investment Advisory firm - (2/18/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/25/2022 Approved)

Texas

Registered Investment Advisory firm - (4/29/2022 Approved)

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Contact information

Main Address

Chicago, IL

Mailing Address

Phone number

(800) 711-5754

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	248
AUM (Assets Under Management)	$ 29,485,284

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.

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Joseph Berishaj

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Berishaj's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT SYSTEMS LLC

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/22/2021

Series 7TO

Date: 6/22/2020

SIE

Date: 8/16/2019

Current Firm

RETIREMENT SYSTEMS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT SYSTEMS LLC

TRUST BUT VERIFY

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