Joseph Cardello has been Principal of August Wealth Advisors since October 2025, is a control person of the firm and directly owns 75% or more of it. Joseph Cardello holds an M.A. in Economics from New York University and a B.S. in Finance from Merrimack College.
August Wealth Advisors LLC is a Westport, CT firm with $437M under management, 319 clients and 4 advisers in one office, as of its September 2026 filing.
Joseph Cardello is Principal of August Wealth Advisors. He spent 30 years at global financial firms in New York, London and Asia, including JPMorgan, Barclays, Moore Capital and Commonwealth Bank of Australia, advising clients, building businesses and managing portfolios. He established an internship program for enterprising students.
Joseph Cardello’s longest registration was 6 years at Stratos Wealth Advisors LLC (2020–2026). Before joining August Wealth Advisors in 2026, Joseph Cardello was registered through Stratos Wealth Advisors LLC.
- August Wealth Advisors LLCCurrent– present · under a yearWestport, CT · Adviser representative · Firm CRD 339322
- Stratos Wealth Advisors LLC– · 6 yearsWestport, CT · Adviser representative · Firm CRD 283816
- Stratos Wealth Advisors LLC– · under a yearWestport, CT · Adviser representative · Firm CRD 283816
Investment adviser representative registrations
Joseph Cardello is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2026; the most recent is Texas, in July 2026.
- ConnecticutSince 19 February 2026
- TexasResidentSince 14 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 October 2019 |
| Series 3 | National Commodity Futures Examination | 3 May 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Full name
- Joseph John Cardello
- CRD
- 2492387
- Firm
- August Wealth Advisors · CRD 339322
- Role
- Principal
- Office
- 51 RIVERSIDE AVENUE, FIRST FLOOR, Westport, CT 06880
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- augustwealthadvisors.com
Where does Joseph Cardello work?
Joseph Cardello has been Principal of August Wealth Advisors LLC since October 2025, and is a control person of the firm.
Is Joseph Cardello a financial advisor?
Yes. Joseph Cardello has a current investment-adviser registration in Connecticut and Texas, through August Wealth Advisors since February 2026.
How many years of experience does Joseph Cardello have?
Joseph Cardello has 6 years in the financial industry, since December 2019, across 2 adviser firms.
What exams has Joseph Cardello passed?
Joseph Cardello has passed 2 licensing exams: the Series 3 and Series 65. The earliest, the Series 3, was passed in May 1994.
Where did Joseph Cardello work before August Wealth Advisors?
Before August Wealth Advisors, Joseph Cardello was registered through Stratos Wealth Advisors LLC, October 2019 to January 2020.
Where is Joseph Cardello based?
Joseph Cardello’s registered office is in Westport, CT.
Is Joseph Cardello registered with FINRA?
No. Joseph Cardello has no current broker registration.
How can I verify Joseph Cardello’s record?
Search CRD 2492387 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Cardello’s full registration record.