President · Financial Trust Asset Management Chartered
Joseph T. Hage
CRD 1473815 · Named on Form ADV at one SEC-registered adviser
At a glance
Financial Trust Asset Management Chartered, an SEC-registered wealth manager based in Boca Raton, FL with $142 million in regulatory assets, lists Joseph T. Hage on its Form ADV as President.
Firms and roles
- Financial Trust Asset Management CharteredPresidentWealth manager · Boca Raton, FL · $142M 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
- Locked
- 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.
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- 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
- 5 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Arno O. MayerChief Investment Officer & Majority Partner, Financial Trust Asset Management Chartered
- Gregory M. VigrassCEO, President & Minority Partner, Financial Trust Asset Management Chartered
- Anthony S. HuestonCFO & Minority Partner, Financial Trust Asset Management Chartered
- Haley M HammondChief Compliance Officer, Financial Trust Asset Management Chartered
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.