JOSEPH M. PRESTI INVESTMENTS

PRESTI, JOSEPH MARTIN

CRD 289409

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$3.0M

Discretionary AUM

$3.0M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-03-20

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
High net worth individuals	6	$2.9M

Official SEC filing: View on IAPD