Latham, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Discipline Wealth Solutions, Inc.
Team
Firm-wide stats for Discipline Wealth Solutions, Inc.
About
Discipline Wealth Solutions serves individuals (including high‑net‑worth clients), corporations, retirement plans, and other registered advisors. The firm provides investment advisory services through discretionary and non‑discretionary managed accounts, sub‑advisory relationships, third‑party manager oversight, company‑sponsored retirement plan consulting, cash management, and financial planning engagements.
Portfolios are tailored to client objectives and risk tolerances and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches; the firm uses in‑house management and monitors or replaces third‑party managers as part of its oversight. For retirement clients it can serve as a Section 3(38) ERISA investment manager and offers participant‑level education and enrollment support in addition to periodic account reviews and plan documentation.
Distinctive features disclosed in the brochure include formal affiliations with other advisory and insurance entities and an affiliated insurance agency, the operation of sub‑advisory services for unaffiliated RIAs, and relationships with multiple custodians and broker‑dealers, all while operating from multiple offices — arrangements that the firm notes may give rise to potential conflicts of interest and are addressed through client disclosures and non‑discretionary recommendation practices.
Based on Discipline Wealth Solutions, Inc.
Expertise
Based on Discipline Wealth Solutions, Inc.
Location
6 A Century Hill Drive
Latham NY 12110
Advisors at this office
2
Advisors at this office
William J
Series 65
Latham, NY
Discipline Wealth Solutions, Inc.
William Joslyn is a Series 65-licensed advisor at Discipline Wealth Solutions, Inc. with five years of industry experience. Prior to joining Discipline Wealth Solutions in 2024, he worked at CPR Investments, Inc. for six years and has held various roles outside finance, including as a distribution driver for a bread delivery service. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives using a combination of asset allocation, technical analysis, and both long- and short-term trading strategies.
Joseph P
Series 63, Series 65
Latham, NY
Discipline Wealth Solutions, Inc.
Joseph Petry is a financial advisor with Discipline Wealth Solutions, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Ausdal Financial Partners and CPR Financial Group, and he has operated Petry Financial Services since 2008. Outside of advising, he has worked as a freelance actor since 2021. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other advisors by offering tailored investment advisory services that include managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a variety of investment approaches and manages portfolios through both in-house and third-party managers.
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