Joseph Aulisi has been an investment adviser representative at Foundry Financial since August 2026, and is not listed among the firm’s executive officers or direct owners. Joseph Aulisi holds a B.A. in Economics from Macalester College.
Foundry Financial LLC is a Pasadena, CA firm with $233M under management, 184 clients and 10 advisers across 11 offices, as of its September 2026 filing.
Joseph Aulisi is a Financial Planner at Foundry Financial. He helps people with questions such as when to retire, how much is enough, and reshaping an investment portfolio built for a different stage of life. He has almost a decade of experience across banking, private equity, and financial planning, and began his career analyzing business financials and planning around corporate strategy.
- Foundry Financial LLCCurrent– present · under a yearRaleigh, NC · Adviser representative · Firm CRD 300122
Professional designations
Listed by Foundry Financial
- CFP®
Investment adviser representative registrations
Joseph Aulisi is registered as an investment adviser representative in North Carolina, since August 2026.
- North CarolinaSince 31 August 2026
Examinations
No examinations are on Joseph Aulisi’s record.
- Full name
- Joseph Andrew Aulisi
- CRD
- 8332935
- Firm
- Foundry Financial · CRD 300122
- Office
- 4928 Windy Hill Drive, Suite # 4928, Raleigh, NC 27609
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- foundryfinancial.org
Where does Joseph Aulisi work?
Joseph Aulisi is an investment adviser representative registered through Foundry Financial LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Aulisi a financial advisor?
Yes. Joseph Aulisi has a current investment-adviser registration in North Carolina, through Foundry Financial since August 2026.
How many years of experience does Joseph Aulisi have?
Joseph Aulisi has 0 years in the financial industry, since August 2026, across 1 adviser firm.
Where is Joseph Aulisi based?
Joseph Aulisi’s registered office is in Raleigh, NC.
Is Joseph Aulisi registered with FINRA?
No. Joseph Aulisi has no current broker registration.
Is Joseph Aulisi a CFP?
Foundry Financial lists Joseph Aulisi with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Joseph Aulisi’s record?
Search CRD 8332935 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Aulisi’s full registration record.
