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Joseph S
Series 63, Series 65
Red Hook, NY
Composition Wealth, LLC
Joseph Schlater is a financial advisor at Composition Wealth, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at Blaylock Van, LLC, Standard General, L.P., and Miracle Mile Advisors, LLC. Schlater has been with Composition Wealth since 2021. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans through a multi-advisor platform managing approximately $9.5 billion. The firm employs a long-term, asset-allocation driven approach utilizing diversified portfolios of low-cost mutual funds, ETFs, individual securities, and occasionally options or private investments, while providing ongoing oversight and rebalancing aligned with client risk profiles.
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