Joseph Satira has been an investment adviser representative at Golden Reserve Retirement since February 2026, and is not listed among the firm’s executive officers or direct owners. Joseph Satira holds a Bachelor's degree in accounting from Washington & Jefferson College.
Golden Reserve Retirement, LLC is a Dublin, OH firm with $544M under management, 2,008 clients and 22 advisers across 46 offices, as of its March 2026 filing.
Joe Satira is a Retirement Planner of Golden Reserve. Before joining the firm he was an Assistant Vice President at one of the largest diversified financial services institutions in the United States, advising clients on retirement readiness, income planning, investment strategy, tax considerations, cash flow management, risk mitigation and legacy planning.
Joseph Satira’s longest registration is the current one, under a year at Golden Reserve Retirement since 2026. Before joining Golden Reserve Retirement in 2026, Joseph Satira was registered through PNC Wealth Management.
- – present · under a yearCanonsburg, PA · Adviser representative · Firm CRD 283588
- PNC Wealth Management– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 129052
Professional designations
Listed by Golden Reserve Retirement
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
Investment adviser representative registrations
Joseph Satira is registered as an investment adviser representative in 2 states. Each was approved in February 2026.
- OhioSince 12 February 2026
- PennsylvaniaSince 12 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 June 2025 |
| Series 7TO | General Securities Representative Examination | 5 June 2025 |
| SIE | Securities Industry Essentials Examination | 23 April 2025 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Joseph Christopher Satira
- CRD
- 6980065
- Firm
- Golden Reserve Retirement · CRD 283588
- Office
- 375 Southpoint Blvd, Suite 360, Canonsburg, PA 15317
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goldenreserve.com
Where does Joseph Satira work?
Joseph Satira is an investment adviser representative registered through Golden Reserve Retirement, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Satira a financial advisor?
Yes. Joseph Satira has a current investment-adviser registration in Ohio and Pennsylvania, through Golden Reserve Retirement since February 2026.
How many years of experience does Joseph Satira have?
Joseph Satira has 1 year in the financial industry, since June 2025, across 2 adviser firms.
What exams has Joseph Satira passed?
Joseph Satira has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2025.
Where did Joseph Satira work before Golden Reserve Retirement?
Before Golden Reserve Retirement, Joseph Satira was registered through PNC Wealth Management, June 2025 to January 2026.
Where is Joseph Satira based?
Joseph Satira’s registered office is in Canonsburg, PA.
Is Joseph Satira registered with FINRA?
No. Joseph Satira has no current broker registration.
Is Joseph Satira a CFP?
Golden Reserve Retirement lists Joseph Satira with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Joseph Satira’s record?
Search CRD 6980065 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Satira’s full registration record.
Anna ChristineChief Compliance Officer- Gregory AlerSilent Owner
- Justin SpringSilent Partner