Joseph Favorito has been Managing Member of Landmark Wealth Management since June 2011, is a control person of the firm and directly owns between 25% and 50% of it.
Landmark Wealth Management, LLC is a Melville, NY firm with $442M under management, 296 clients and 6 advisers across 5 offices, as of its September 2026 filing.
Joseph M. Favorito is a managing principal of Landmark Wealth Management, LLC, which he founded in 2011. He began his career in financial services in 1997 and has worked for American Express, Waterhouse Securities and Fidelity Investments in various wealth management roles. He has counseled families, small business owners and charitable foundations on retirement planning, investment management, insurance planning, estate planning and tax-efficient strategies.
Joseph Favorito’s longest registration is the current one, 5 years at Landmark Wealth Management since 2021. Before joining Landmark Wealth Management in 2021, Joseph Favorito was registered through TD Waterhouse Investor Services, Inc.
- – present · 5 yearsMelville, NY · Adviser representative · Firm CRD 158693
- TD Waterhouse Investor Services, Inc.– · 1 yearSmithtown, NY · Adviser representative · Firm CRD 7870
Professional designations
Listed by Landmark Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joseph Favorito is registered as an investment adviser representative in 3 states. The first approvals date from February 2021; the most recent is Texas, in March 2023.
- FloridaSince 15 March 2022
- New YorkSince 26 February 2021
- TexasSince 14 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 May 2003 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 21 September 2000 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 21 September 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 January 1998 |
| Series 7 | General Securities Representative Examination | 17 December 1997 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Michael Favorito
- CRD
- 2942891
- Firm
- Landmark Wealth Management · CRD 158693
- Role
- Managing Member
- Office
- 95 BROADHOLLOW ROAD, SUITE 102, Melville, NY 11747
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- landmarkwealthmgmt.com
Where does Joseph Favorito work?
Joseph Favorito has been Managing Member of Landmark Wealth Management, LLC since June 2011, and is a control person of the firm.
Is Joseph Favorito a financial advisor?
Yes. Joseph Favorito has a current investment-adviser registration in Florida, New York and Texas, through Landmark Wealth Management since February 2021.
How many years of experience does Joseph Favorito have?
Joseph Favorito has 6 years in the financial industry, since December 2019, across 2 adviser firms.
What exams has Joseph Favorito passed?
Joseph Favorito has passed 5 licensing exams: the Series 7, Series 63, Series 10, Series 9 and Series 66. The earliest, the Series 7, was passed in December 1997.
Where did Joseph Favorito work before Landmark Wealth Management?
Before Landmark Wealth Management, Joseph Favorito was registered through TD Waterhouse Investor Services, Inc., June 2004 to August 2005.
Where is Joseph Favorito based?
Joseph Favorito’s registered office is in Melville, NY.
Is Joseph Favorito registered with FINRA?
No. Joseph Favorito has no current broker registration.
Is Joseph Favorito a CFP?
Landmark Wealth Management lists Joseph Favorito with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Joseph M. Favorito biography, landmarkwealthmgmt.com
How can I verify Joseph Favorito’s record?
Search CRD 2942891 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Favorito’s full registration record.
