Chief Executive Officer · Principal Advised Services
Joseph S Sicchitano
CRD 2261944 · Named on Form ADV at one SEC-registered adviser
At a glance
Principal Advised Services, an SEC-registered wealth manager based in DES Moines, IA with $1.4 billion in regulatory assets, lists Joseph S Sicchitano on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Principal Advised ServicesChief Executive OfficerWealth manager · DES Moines, IA · $1.4B 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
- 1 firmLocked
- 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 (19)
- Brian S. NessDirector, Principal Advised Services
- Amy M MontfordChief Operating Officer, Principal Advised Services
- Ryan D. DowningDirector, Principal Advised Services
- Gregory S. LongChief Marketing Officer, Principal Advised Services
- Justin M. DeasyAssociate General Counsel and Corporate Secretary, Principal Advised Services
14 more people named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.
See all 19 freeSomething 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.