Joseph Visconti is a control person of Grimaldi Portfolio Solutions and directly owns between 25% and 50% of it.
Grimaldi Portfolio Solutions is an investment adviser based in Wappingers Falls, NY, registered with the SEC since 1996. It provides investment management. Its clients include individuals and investment companies. Its regulatory assets under management total $133 million, as filed on 19 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 1609655
- Firm
- Grimaldi Portfolio Solutions · CRD 106199
- Role
- Vice President
- In role since
- March 1996 · 30 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Wappingers Falls, NY
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Visconti work?
Joseph Visconti has been Vice President of Grimaldi Portfolio Solutions, Inc since March 1996, and is a control person of the firm.
How can I verify Joseph Visconti’s record?
Joseph Visconti’s role is listed on Grimaldi Portfolio Solutions, Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 106199.