Joseph Piscione has been an investment adviser representative at The Helmstar Group since October 2013, and is not listed among the firm’s executive officers or direct owners. Joseph Piscione holds a Bachelor of Science in Accounting from Brigham Young University.
The Helmstar Group, LLC is a Boise, ID firm with $786M under management, 538 clients and 8 advisers in one office, as of its March 2026 filing.
Joe Piscione is a Partner with Helmstar Wealth Management. He began his career in Albertson's corporate office as a Certified Internal Auditor and became Controller of the Risk Management department, then worked at a local RIA for nine years before joining Helmstar in 2013. He works with clients on financial, tax and estate planning solutions.
Joseph Piscione’s longest registration is the current one, 13 years at The Helmstar Group since 2013. Before joining The Helmstar Group in 2013, Joseph Piscione was registered through BCJ Capital Management and Bauer Captain & Johnson, Inc.
- Helmstar Wealth ManagementCurrent– present · 13 yearsBoise, ID · Adviser representative · Firm CRD 145074
- BCJ Capital Management– · 4 yearsBoise, ID · Adviser representative · Firm CRD 109376
- Bauer Captain & Johnson, Inc.– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 109376
- Axa Advisors, LLC– · 8 yearsBoise, ID · Adviser representative · Firm CRD 6627
- Securian Financial Services, Inc.– · 1 yearNampa, ID · Adviser representative · Firm CRD 15296
Professional designations
Listed by The Helmstar Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joseph Piscione is registered as an investment adviser representative in Idaho, since October 2013.
- IdahoSince 1 October 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 August 2004 |
| Series 7 | General Securities Representative Examination | 9 July 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Michael Piscione
- CRD
- 4807088
- Firm
- The Helmstar Group · CRD 145074
- Office
- 250 SOUTH 5TH STREET, SUITE 600, Boise, ID 83702
- Registration
- Investment adviser registration
- In the industry since
- September 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- helmstargroup.com
Where does Joseph Piscione work?
Joseph Piscione is an investment adviser representative registered through The Helmstar Group, LLC since October 2013, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Piscione a financial advisor?
Yes. Joseph Piscione has a current investment-adviser registration in Idaho, through The Helmstar Group since October 2013.
How many years of experience does Joseph Piscione have?
Joseph Piscione has 22 years in the financial industry, since September 2004, across 4 adviser firms.
What exams has Joseph Piscione passed?
Joseph Piscione has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2004.
Where did Joseph Piscione work before The Helmstar Group?
Before The Helmstar Group, Joseph Piscione was registered through BCJ Capital Management, November 2008 to October 2013; Bauer Captain & Johnson, Inc., December 2005 to September 2007; Securian Financial Services, Inc., August 2004 to September 2005.
Where is Joseph Piscione based?
Joseph Piscione’s registered office is in Boise, ID.
Is Joseph Piscione registered with FINRA?
No. Joseph Piscione has no current broker registration.
Is Joseph Piscione a CFP?
The Helmstar Group lists Joseph Piscione with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Joseph Piscione’s record?
Search CRD 4807088 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Piscione’s full registration record.