Joel Cavaliere has been CCO of BHC Wealth Management since November 2025, is not listed as a control person, but directly owns under 5% of the firm. Joel Cavaliere holds a Bachelor of Science in Business Administration from Colorado State University.
BHC Wealth Management, LLC is an Englewood, CO firm with $102M under management, 205 clients and 3 advisers in one office, as of its March 2026 filing.
Joel Cavaliere is Financial Advisor, Co-Owner of Blue Heron Capital, based in Englewood, Colorado. He works to prepare personalized, comprehensive retirement planning solutions for clients. While attending Colorado State University he completed an internship at Northwestern Mutual.
Joel Cavaliere’s longest registration was 5 years at Brookstone Capital Management LLC (2020–2026). Before joining BHC Wealth Management in 2026, Joel Cavaliere was registered through Brookstone Capital Management LLC.
- Blue Heron CapitalCurrent– present · under a yearEnglewood, CO · Adviser representative · Firm CRD 339475
- Brookstone Capital Management LLC– · 5 yearsEnglewood, CO · Adviser representative · Firm CRD 141413
Professional designations
Listed by BHC Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joel Cavaliere is registered as an investment adviser representative in 2 states. Each was approved in February 2026.
- ColoradoSince 2 February 2026
- TexasSince 2 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 July 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joel Anthony Cavaliere
- CRD
- 7097718
- Firm
- BHC Wealth Management · CRD 339475
- Role
- CCO
- Office
- 2 INVERNESS DRIVE E., SUITE 106, Englewood, CO 80112
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourmoneyyourretirement.com
Where does Joel Cavaliere work?
Joel Cavaliere has been CCO of BHC Wealth Management, LLC since November 2025.
Is Joel Cavaliere a financial advisor?
Yes. Joel Cavaliere has a current investment-adviser registration in Colorado and Texas, through BHC Wealth Management since February 2026.
How many years of experience does Joel Cavaliere have?
Joel Cavaliere has 6 years in the financial industry, since August 2020, across 2 adviser firms.
What exams has Joel Cavaliere passed?
Joel Cavaliere passed the Series 65 in July 2020.
Where did Joel Cavaliere work before BHC Wealth Management?
Before BHC Wealth Management, Joel Cavaliere was registered through Brookstone Capital Management LLC, August 2020 to February 2026.
Where is Joel Cavaliere based?
Joel Cavaliere’s registered office is in Englewood, CO.
Is Joel Cavaliere registered with FINRA?
No. Joel Cavaliere has no current broker registration.
Is Joel Cavaliere a CFP?
BHC Wealth Management lists Joel Cavaliere with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Joel Cavaliere biography, yourmoneyyourretirement.com
How can I verify Joel Cavaliere’s record?
Search CRD 7097718 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Cavaliere’s full registration record.
