Joseph Petrelli has been an investment adviser representative at Lifeworks Advisors since March 2026, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Joseph Petrelli’s longest registration was 1 year at Equitable Advisors, LLC (2024–2026). Before joining Lifeworks Advisors in 2026, Joseph Petrelli was registered through Equitable Advisors, LLC.
- Lifeworks Advisors, LLCCurrent– present · under a yearHighlands Ranch, CO · Adviser representative · Firm CRD 288255
- Equitable Advisors, LLC– · 1 yearGreenwood Village, CO · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Joseph Petrelli is registered as an investment adviser representative in Colorado, since March 2026.
- ColoradoSince 10 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 November 2024 |
| Series 7TO | General Securities Representative Examination | 1 November 2024 |
| SIE | Securities Industry Essentials Examination | 27 September 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Joseph Daniel Petrelli
- CRD
- 8000753
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Highlands Ranch, CO
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Petrelli work?
Joseph Petrelli is an investment adviser representative registered through Lifeworks Advisors, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Petrelli a financial advisor?
Yes. Joseph Petrelli has a current investment-adviser registration in Colorado, through Lifeworks Advisors since March 2026.
How many years of experience does Joseph Petrelli have?
Joseph Petrelli has 1 year in the financial industry, since December 2024, across 2 adviser firms.
What exams has Joseph Petrelli passed?
Joseph Petrelli has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2024.
Where did Joseph Petrelli work before Lifeworks Advisors?
Before Lifeworks Advisors, Joseph Petrelli was registered through Equitable Advisors, LLC, November 2024 to February 2026.
Where is Joseph Petrelli based?
Joseph Petrelli’s registered office is in Highlands Ranch, CO.
Is Joseph Petrelli registered with FINRA?
No. Joseph Petrelli has no current broker registration.
How can I verify Joseph Petrelli’s record?
Search CRD 8000753 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Petrelli’s full registration record.
