Joseph Dalessio
Professional Summary
Joseph Dalessio, who also goes by Joseph Peter D Alessio, Joseph Peter Dalessio, is a registered financial advisor currently at VELOCITY CAPITAL, LLC located in Hazlet, New Jersey. Joseph is registered as a RR (Registered Representative) and started their career in finance in 2023. Joseph has worked at 2 firms and has passed the Series 7TO, Series 57TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joseph Peter D Alessio, Joseph Peter Dalessio
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Contact Information
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
CLEVERALPHA SECURITIES | VELOCITY CAPITAL, LLC | TRUVAR TRADING | OPENHAND FINANCIAL SERVICES | CNPT HOLDINGS, LLC
Contact Information
Main Address
199 Water Street 8th Floor, New York, NY 10038Mailing Address
199 Water Street 8th Floor, New York, NY 10038Phone Number
(646) 837-0056Established
New York since 05/07/2014Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| VCP HOLDINGS, LLC | SOLE MEMBER AND OWNER | — |
| AMATO, MATTEO ALBERTO | CHIEF FINANCIAL OFFICER & FINOP | 5877196 |
| FREYER, CHRISTIAN | ROP | 6337912 |
| LOGAN, MICHAEL JAMES | CHIEF ADMINISTRATIVE OFFICER | 5763098 |
| MERCHANT, MUNAF | PRESIDENT | 1937789 |
| SMITH, JEFFREY SCOTT | CHIEF COMPLIANCE OFFICER | 2492551 |
| WIEDMAN, GARY DAVID | CHIEF OPERATING OFFICER | 1947935 |
| YAN, ROY | CHIEF EXECUTIVE OFFICER | 2352916 |
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joseph Dalessio's CRS (Customer Relationship Summary).
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