Joseph Wirbick has been Chief Compliance Officer/ President of Sequinox Wealth Management since January 2002, is a control person of the firm and directly owns 75% or more of it.
Sequinox Wealth Management, LLC is a Lancaster, PA firm with $160M under management, 761 clients and 3 advisers across 3 offices, as of its August 2026 filing.
Joe Wirbick is President of Sequinox. He started the firm. He is the author of the book Everything They Never Told You About Retirement and a member of the Ed Slott Elite IRA Advisor group.
Joseph Wirbick’s longest registration was 8 years at J. W. Cole Advisors, Inc. (2012–2020). Before joining Sequinox Wealth Management in 2025, Joseph Wirbick was registered through Mulholland Wealth Advisors, LLC and Sequinox Wealth Advisors, LLC.
- – present · 1 yearLancaster, PA · Adviser representative · Firm CRD 335246
- Mulholland Wealth Advisors, LLC– · 5 yearsLancaster, PA · Adviser representative · Firm CRD 282408
- Sequinox Wealth Advisors, LLC.– · under a yearLancaster, PA · Adviser representative · Firm CRD 299025
- J. W. Cole Advisors, Inc.– · 8 yearsLancaster, PA · Adviser representative · Firm CRD 112294
- Pelion Investment Advisors, Inc.– · 1 yearTampa, FL · Adviser representative · Firm CRD 138400
- Workman Securities Corporation– · 2 yearsLancaster, PA · Adviser representative · Firm CRD 31898
- Boyd Senior Planning, LTD.– · 1 yearLancaster, PA · Adviser representative · Firm CRD 135389
Professional designations
Listed by Sequinox Wealth Management
- CFP®
Investment adviser representative registrations
Joseph Wirbick is registered as an investment adviser representative in 2 states. The first approvals date from June 2025; the most recent is Arizona, in July 2025.
- ArizonaSince 14 July 2025
- PennsylvaniaSince 4 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 23 October 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 October 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 March 2001 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph Daniel Wirbick
- CRD
- 3121471
- Firm
- Sequinox Wealth Management · CRD 335246
- Role
- Chief Compliance Officer/ President
- Office
- 941 WHEATLAND AVE., SUITE 101, Lancaster, PA 17603
- Registration
- Investment adviser registration
- In the industry since
- May 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sequinox.com
Where does Joseph Wirbick work?
Joseph Wirbick has been Chief Compliance Officer/ President of Sequinox Wealth Management, LLC since January 2002, and is a control person of the firm.
Is Joseph Wirbick a financial advisor?
Yes. Joseph Wirbick has a current investment-adviser registration in Arizona and Pennsylvania, through Sequinox Wealth Management since June 2025.
How many years of experience does Joseph Wirbick have?
Joseph Wirbick has 20 years in the financial industry, since May 2006, across 7 adviser firms.
What exams has Joseph Wirbick passed?
Joseph Wirbick has passed 3 licensing exams: the Series 65, Series 6 and Series 63. The earliest, the Series 65, was passed in March 2001.
Where did Joseph Wirbick work before Sequinox Wealth Management?
Before Sequinox Wealth Management, Joseph Wirbick was registered through Sequinox Wealth Advisors, LLC., February 2019 to September 2019; J. W. Cole Advisors, Inc., January 2012 to December 2020; Pelion Investment Advisors, Inc., July 2010 to January 2012; Workman Securities Corporation, November 2007 to July 2010; Boyd Senior Planning, LTD., May 2006 to December 2007.
Where is Joseph Wirbick based?
Joseph Wirbick’s registered office is in Lancaster, PA.
Is Joseph Wirbick registered with FINRA?
No. Joseph Wirbick has no current broker registration.
Is Joseph Wirbick a CFP?
Sequinox Wealth Management lists Joseph Wirbick with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Joseph Wirbick’s record?
Search CRD 3121471 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Wirbick’s full registration record.