Joseph
Fondacaro
Seven Hills Capital Advisors
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About this Advisor
Joseph Fondacaro is a financial advisor based in Cincinnati, Ohio, working with Seven Hills Capital Advisors. Joseph has previously held positions at Triad Advisors, Inc, Seven Hills Capital Advisors LLC, and Purshe Kaplan Sterling Investments, Inc. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Joseph is part of Seven Hills Capital Advisors, which operates out of Cincinnati, Ohio. The firm has 1 employee and manages assets totaling $113.4 million. Seven Hills Capital Advisors serves charitable organizations and high-net-worth individuals, offering financial planning services and portfolio management for individuals and small businesses. The fee structure at Seven Hills Capital Advisors includes asset-based, hourly, and fixed fees.
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Seven Hills Capital Advisors Brokerage Details
$113,366,292
1
367
$308,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Fondacaro Work History
Seven Hills Capital Advisors LLC
Purshe Kaplan Sterling Investments, Inc
Triad Advisors, Inc
Disclosures
Please visit the SEC profile of Joseph Fondacaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seven Hills Capital Advisors
Cincinnati, OH
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