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JOSEPH SAMUEL CORTESE III
CRD#: 4675255
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Investment Adviser
FIDUCIENT ADVISORS LLCCRD#: 106720 500 W MADISON STREET
SUITE 1700
CHICAGO, IL 60661-4593
Registration History
20062008201020122014201620182020202220242026IAFIDUCIENT ADVISORS LLC (CRD# 106720)2018 - Present (6 years)IAUBS FINANCIAL SERVICES INC. (CRD# 8174)2008 - 2008 (<1 year)IAMORGAN STANLEY & CO., INCORPORATED (CRD# 8209)2005 - 2007 (1 year)
License(s)

State Registrations

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Illinois 11/28/2018

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Texas 2/24/2022

Current Registration(s)
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FIDUCIENT ADVISORS LLC (CRD#:106720)
500 W MADISON STREET SUITE 1700, CHICAGO, IL 60661-4593
Registered with this firm since 11/28/2018

Previous Registration(s)
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04/08/2008 - 05/21/2008 UBS FINANCIAL SERVICES INC. (CRD#:8174) CHICAGO, IL
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12/02/2005 - 02/14/2007 MORGAN STANLEY & CO., INCORPORATED (CRD#:8209) CHICAGO, IL
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Disclosures
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