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Chief Executive Officer · Newsquare Capital, LLC

Joseph S. Rizzello

CRD 836780 · Named on Form ADV at one SEC-registered adviser

At a glance

Newsquare Capital, LLC, an SEC-registered wealth manager based in Newtown Square, PA with $2.4 billion in regulatory assets, lists Joseph S. Rizzello on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

  • Newsquare Capital, LLCChief Executive OfficerWealth manager · Newtown Square, PA · $2.4B 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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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.