Joseph L. Powanda
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Joseph Lewis Powanda, who also goes by Joe Powanda, Joseph Powanda, was a registered financial professional .
Joseph is a previously registered financial professional and started their career in finance in 2022. Joseph had worked at 3 firms .
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 11, 2025 - June 19, 2026
RANGE ADVISORY, LLC
November 21, 2024 - September 5, 2025
MODERA WEALTH MANAGEMENT, LLC
August 10, 2022 - November 21, 2024
BAY POINT WEALTH
Primary Firm SEC Registration
RANGE ADVISORY, LLC
CRD#: 321969 / SEC#: 801-125927
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
RANGE ADVISORY, LLC
CRD#: 321969 / SEC#: 801-125927
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,788 |
| AUM (Assets Under Management) | $ 653,945,567 |
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.
