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Joseph Financial Of Smithtown, LLC (Hernando)


Joseph Financial Of Smithtown, LLC is a pension cosultant based in Hernando. It manages $927.78 thousand of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida and New York.

Joseph Financial Of Smithtown provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Joseph Financial Of Smithtown: assets under management

The assets under management (AUM) of Joseph Financial Of Smithtown, LLC is $927.78 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $927.78 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $231.94 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Joseph Financial Of Smithtown, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ronald Alan Rhoades Manager 1 Oct 2001 25% - 50% 4458963
John Joseph Ceparano Manager 1 Oct 2001 25% - 50% 2582424
Michael Joseph Tringali Manager 1 Oct 2001 25% - 50% 4458965
Mark S Eghrari Manager 1 Apr 2010 75% - 100% 5818158

Based in Hernando

The principal office where Joseph Financial Of Smithtown, LLC performs its advisory services is located at 2450 North Citrus Hills Boulevard, Hernando, FL 34442, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 352-746-4460 or by fax 352-746-0816. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday.


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