Investment adviser representative · Shore Financial Planning
Joseph E. Vecchio
CRD 2979722 · Monmouth Beach, NJ
At a glance
Joseph E. Vecchio is an investment adviser representative with Shore Financial Planning in Monmouth Beach, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Shore Financial PlanningSince September 2026Monmouth Beach, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- Series 63
- 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
- 1 firmLocked
- 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.
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.