Managing Member · Landmark Wealth Management, LLC
Joseph M. Favorito
CRD 2942891 · Named on Form ADV at one SEC-registered adviser
At a glance
Landmark Wealth Management, LLC, an SEC-registered wealth manager based in Melville, NY with $442 million in regulatory assets, lists Joseph M. Favorito on its Form ADV as Managing Member, a control person.
Firms and roles
- Landmark Wealth Management, LLCManaging MemberWealth manager · Melville, NY · $442M in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brian R. CohenManaging Member, CCO, Landmark Wealth Management, LLC
- Christopher N. CongemaManaging Member, Landmark Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.