Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Remote
iA Private Wealth (USA) Inc.
Team
Total advisors
10Clients per advisor
20 Very LowAvg AUM per client
$663,934 LowHNW client ratio
14% LowJoseph Pullano is a financial advisor with iA Private Wealth (USA) Inc. He holds a Series 65 designation and has experience with iA Private Wealth in both the U.S. and Canada, as well as prior work at Edward Jones. He serves as an Investment Adviser with the Canadian affiliate, iA Private Wealth Inc. iA Private Wealth (USA) Inc. provides discretionary investment management and advisory services to individuals, trusts, estates, corporations, and charitable entities through managed accounts, separately managed accounts, and a wrap-fee program. The firm utilizes a combination of fundamental and technical analysis within client-specific guidelines and maintains notable corporate connections within the iA Financial group.
Based on iA Private Wealth (USA) Inc.
Based on iA Private Wealth (USA) Inc.
Fixed fees may be charged for financial planning services depending on scope and complexity.
0.5% to 2.5% annually (varies by asset size, client, services, and negotiations)
Possible hourly fees for financial planning services, if applicable.
Performance-based fees may be charged on client accounts based on capital appreciation share.
Account minimum: $250,000 Fee-only: Fixed or hourly fees may be charged for financial planning services depending on scope and complexity.
New York
< 1 year of industry experience
iA Private Wealth USA
2024 - Present • 2 years
Toronto
iA Private Wealth (Canada)
2019 - Present • 7 years
Toronto
Edward Jones
2014 - 2019 • 5 years
Toronto
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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