Edward Yetsko has been an investment adviser representative at William Joseph Capital Management since November 2024, and is not listed among the firm’s executive officers or direct owners. Edward Yetsko holds a B.S. from U.S. Naval Academy and an MBA from Binghamton University.
William Joseph Capital Management, Inc. is a Bristol, CT firm with $694M under management, 1,879 clients and 27 advisers across 28 offices, as of its March 2026 filing.
Ed Yetsko is Senior Wealth Advisor and leader of the AspireQuest Wealth Advisors Group at William Joseph Capital Management. He has spent decades in wealth management and works with clients interested in sustainable, responsible and impact-focused investment considerations. He served as a Navy submarine warfare officer, retiring as a Captain after 27 years of combined active and reserve service, and spent years as a professor at SUNY Broome Community College teaching Personal Finance and Investments.
Edward Yetsko’s longest registration was 11 years at Cadaret Grant & Co Inc (2009–2020). Before joining William Joseph Capital Management in 2024, Edward Yetsko was registered through Osaic Wealth, Inc. and American Portfolios Advisors, Inc.
- – present · 1 yearAdviser representative · Firm CRD 226535
- Osaic Wealth, Inc.– · under a yearVestal, NY · Adviser representative · Firm CRD 23131
- American Portfolios Advisors, Inc– · 3 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
- Cadaret Grant & Co Inc– · 11 yearsVestal, NY · Adviser representative · Firm CRD 10641
Investment adviser representative registrations
Edward Yetsko is registered as an investment adviser representative in New York, since November 2024.
- New YorkSince 27 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 2 October 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 January 1988 |
| Series 7 | General Securities Representative Examination | 19 December 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Edward Peter Yetsko
- CRD
- 1782335
- Firm
- William Joseph Capital Management · CRD 226535
- Registration
- Investment adviser registration
- In the industry since
- December 1987
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williamjosephcapital.com
Where does Edward Yetsko work?
Edward Yetsko is an investment adviser representative registered through William Joseph Capital Management, Inc. since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Edward Yetsko a financial advisor?
Yes. Edward Yetsko has a current investment-adviser registration in New York, through William Joseph Capital Management since November 2024.
How many years of experience does Edward Yetsko have?
Edward Yetsko has 38 years in the financial industry, since December 1987, across 4 adviser firms.
What exams has Edward Yetsko passed?
Edward Yetsko has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in December 1987. FINRA credited Edward Yetsko with the SIE, which began in October 2018.
Where did Edward Yetsko work before William Joseph Capital Management?
Before William Joseph Capital Management, Edward Yetsko was registered through American Portfolios Advisors, Inc, December 2020 to October 2024; Cadaret Grant & Co Inc, February 2009 to December 2020.
Is Edward Yetsko registered with FINRA?
No. Edward Yetsko has no current broker registration.
How can I verify Edward Yetsko’s record?
Search CRD 1782335 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Yetsko’s full registration record.
