Advisor at Northmont Wealth Management LLC
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Firm
Northmont Wealth Management LLC
Location
West Hartford, CT
Credentials
Series 65
Industry experience
3 years
Joseph Padellaro is a financial advisor at Northmont Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Citibank and J.P. Morgan. He is also involved with Northmont Capital Management Inc., an exempt reporting advisor managing two private 3(c)(1) vehicles. Northmont Wealth Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses fundamental analysis and predominantly passive investment strategies, offering customized investment policy statements and portfolio oversight as a solo advisory practice.
$1,000 fixed fee for financial planning
1.00% annually
$500 per hour
West Hartford, CT
Connecticut · Florida · Massachusetts · New York
Northmont Capital Management Inc
2023 - Present (3 years)
Northmont Wealth Management LLC
2023 - Present (3 years)
Northmont Wealth Management LLC
2022 - Present (4 years)
Northmont Capital Management Inc
2022 - Present (4 years)
Northmont Wealth Management LLC
2022 - 2023 (1 year)
Citibank
2021 - 2022 (1 year)
J.P. Morgan
2021 - 2021 (1 year)
J.P. Morgan
2017 - 2020 (3 years)
J.P. Morgan
2014 - 2017 (3 years)
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