Investment adviser representative · Steward Partners Investment Advisory, LLC
Joseph J. Decarolis Jr.
CRD 1824283 · Andover, MA
At a glance
Joseph J. Decarolis Jr. is an investment adviser representative with Steward Partners Investment Advisory, LLC in Andover, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2016, about 10 years ago.
Current advisory firm
- Steward Partners Investment Advisory, LLCSince July 2016Andover, MA · $37B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joseph’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
- Locked
- 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.