Ameriprise Financial Services
37yrs
Top advisor by experience in Milltown
30yrs
Joseph Silerto
Financial advisor at LPL Financial
Joseph Silerto is a fiduciary financial advisor in Milltown, New Jersey, with 30 years in the industry. Joseph joined LPL Financial in 2021, after two years at B. Riley Wealth Advisors and less than a year at Pruco Securities. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 7 advisors with offices in Milltown, and one of 7 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
OfficeMilltown, NJ
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2019 – 2021B. Riley Wealth Advisors, Inc.Previously
- Mar 2019 – Jul 2019Pruco Securities, LLC.Previously
- Feb 2017 – Mar 2018Scottrade Investment ManagementPreviously
Contact Joseph
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Joseph. Milltown, NJOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joseph
How do I contact Joseph?
Call LPL Financial at (704) 733-3300 and ask for Joseph Silerto. Joseph works from the Milltown, NJ office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does Joseph hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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