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Joseph Sacco

Advisor at OpenArc Corporate Advisory, LLC

Updated today

Location

South Plainfield, NJ

Credentials

Series 63, Series 65

Industry experience

32 years

About

Joseph Sacco is a financial advisor at OpenArc Corporate Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory, LLC provides investment management and retirement-plan services to pooled and institutional clients, as well as wealth management and financial planning to individual investors. The firm serves both ERISA and non-ERISA retirement plans and utilizes a diverse investment approach that includes alternatives, direct indexing, digital assets, ETFs, and fixed income, combining in-house asset allocation with third-party manager oversight.

Client services

Based on OpenArc Corporate Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on OpenArc Corporate Advisory, LLC

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy

Occupation focus

Based on OpenArc Corporate Advisory, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees range from $1,500 to $10,000 for financial planning and consulting services

Percentage

Up to 1.75% annually (maximum, negotiable)

Project-based

Up to $350 per hour for financial planning and consulting services

Other

Fee-only: Hourly fees up to $350 per hour; flat fees range from $1,500 to $10,000 for financial planning and consulting services

Location

South Plainfield, NJ

Most active in

Georgia · New Jersey · Texas

Work history

OpenArc Corporate Advisory, LLC

2025 - Present (1 year)

Bank of America,N.A.

2011 - 2025 (14 years)

Merrill

1994 - 2025 (31 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Matthew W

Series 65

Colonia, NJ

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Matthew Wright is the principal and sole advisor at WRIGHT Investment Partners LLC, with eight years of industry experience. He holds a Series 65 designation and previously worked as a private investor for five years before founding his firm in 2016. Outside of advisory work, he is a principal in a business that owns a small Class C office building. WRIGHT Investment Partners LLC provides portfolio management services to individual and high net worth clients, focusing on personalized Investment Policy Statements and discretionary management. The firm uses a combination of fundamental and quantitative analysis with a long-term trading approach, offering a range of investment products and conducting at least monthly account reviews.

Annuities
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Michael G

Series 66

Elizabeth, NJ

Luxe Capital Management Inc.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Passive / index investing
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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Stephen Hanley is the sole advisor at Hanley Capital Management, LLC in Madison, NJ, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has led Hanley Capital Management since 2009. Hanley Capital Management provides discretionary and non-discretionary asset management primarily for high-net-worth individuals and institutional clients, including banks, pension plans, and charitable institutions. The firm specializes in fixed income investments, focusing on municipal and Treasury bonds, and employs a combination of fundamental analysis and technical tools alongside proprietary software to manage portfolios.

Passive / index investing
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Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Options & derivatives strategies Active portfolio management
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David S

Series 63, Series 65

Springfield, NJ

Purple Dog Investments LLC

David Steiner is the principal and sole advisor at Purple Dog Investments LLC in Springfield, NJ, holding Series 63 and Series 65 licenses with 30 years of industry experience. He previously worked at Cetera Advisors LLC and Cetera Investment Advisers LLC and is also the owner of Zebulon Tax Advisory LLC, where he provides tax preparation services. In addition, Steiner serves as an adjunct professor at Union County College and holds licenses as a fixed insurance agent, offering life, health, disability, annuities, and long-term care insurance. Purple Dog Investments provides investment advisory and consulting services primarily to individual and high-net-worth clients, utilizing model portfolios on the Charles Schwab platform with a focus on mutual funds and exchange-traded funds. The firm employs discretionary management through predefined model allocations tailored to client objectives and risk tolerances and integrates financial and tax planning alongside investment management.

General tax planning Life insurance needs analysis Long-term care insurance Disability insurance
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