Joseph Intagliata has been Deputy Chief Operating Officer of ORIX Advisers since March 2026, is a control person of the firm and directly owns under 5% of it. Joseph Intagliata holds a BA in Accounting from Adelphi University.
Orix Advisers, LLC is a New York, NY firm with $9.63B under management, 15 clients and 73 advisers across 5 offices, as of its August 2026 filing.
Joe Intagliata is Managing Director and Head of Business Management & Platform Execution of ORIX USA, where he is responsible for the buildout and operations of the asset management platform. He has over 28 years of experience in the alternative asset management space in accounting and finance. Earlier he was Chief Financial Officer and Chief Compliance Officer at Exelauno Capital Management, and Treasurer and Vice President of Finance at Tudor Investment Corporation for 13 years.
No adviser firm registrations are on Joseph Intagliata’s record.
Professional designations
Listed by ORIX Advisers
- Certified Public Accountant
- CFA® charterholder
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 15 July 2026 |
| Series 7TO | General Securities Representative Examination | 28 May 2025 |
| Series 24 | General Securities Principal Examination | 5 August 2022 |
| Series 82TO | Limited Representative-Private Securities Offerings | 7 April 2022 |
| SIE | Securities Industry Essentials Examination | 24 February 2022 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- General Securities Principal Examination
- Name
- Limited Representative-Private Securities Offerings
- Name
- Securities Industry Essentials Examination
- Full name
- Joseph Donald Intagliata
- CRD
- 6914241
- Firm
- ORIX Advisers · CRD 307580
- Role
- Deputy Chief Operating Officer
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- orix.com
Where does Joseph Intagliata work?
Joseph Intagliata has been Deputy Chief Operating Officer of Orix Advisers, LLC since March 2026, and is a control person of the firm.
Does Joseph Intagliata have a current investment-adviser registration?
Joseph Intagliata has a current broker registration and no current investment-adviser registration.
What exams has Joseph Intagliata passed?
Joseph Intagliata has passed 5 licensing exams: the SIE, Series 82TO, Series 24, Series 7TO and Series 63. The earliest, the SIE, was passed in February 2022.
Is Joseph Intagliata registered with FINRA?
Yes. Joseph Intagliata has a current broker registration, under CRD 6914241.
Source: FINRA BrokerCheck
Is Joseph Intagliata a CFA charterholder?
ORIX Advisers lists Joseph Intagliata with the CFA credential (“CFA® charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Joseph Intagliata’s record?
Search CRD 6914241 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Intagliata’s full registration record.
