Adviser and broker representative · Osaic Wealth, Inc.
Joseph F. Noto
CRD 1884081 · Boca Raton, FL
At a glance
Joseph F. Noto is an investment adviser representative with Osaic Wealth, Inc. in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2003, about 23 years ago. Joseph is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Osaic Wealth, Inc.Since August 2003Boca Raton, FL · $235B in regulatory assets
- Baron Silver Stevens Financial Advisors, LLCSince January 2010Boca Raton, FL · $1.2B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 9 states
- Also a broker representative
- Yes
- 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 and FINRA BrokerCheck.