Adviser and broker representative · &Partners
Joanne K. Windas
CRD 1554534 · Cornwall Bridge, CT
At a glance
Joanne K. Windas is an investment adviser representative with &Partners in Cornwall Bridge, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joanne’s SEC record dates to 2006, about 20 years ago. Joanne is also registered as a broker representative.
Current advisory firm
- &PartnersSince July 2026Cornwall Bridge, CT · $30B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joanne’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.