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RIA / WealthAdvisorCertified Financial Planner38 years in industry

EDWARD PETER YETSKO

Advisor at WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

Goshen, NY | Vestal, NY | BRISTOL, CT | Binghamton, NY

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Search this name across graphsid dfx:ria:1911de53-1097-dce6-a0a5-b2a83fb15b70

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 24, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 13, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jan 13, 1988
First registration: Feb 24, 2009
Dual registered: no
IAPD individual key: 1782335

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.	Independent wealth	Nov 27, 2024	n/a	yes	Binghamton, NY\|Goshen, NY\|BRISTOL, CT\|Vestal, NY	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Oct 11, 2024	Dec 2, 2024	no	Vestal, NY\|Ponte Vedra Beach, FL\|SCOTTSDALE, AZ	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Dec 22, 2020	Oct 11, 2024	no	HOLBROOK, NY	Previous registration
CADARET GRANT & CO INC	Former SEC adviser	Feb 24, 2009	Dec 23, 2020	no	VESTAL, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.	Dec 2, 2024	Nov 27, 2024	-5	Firm change	Ibd to RIA
AMERICAN PORTFOLIOS ADVISORS, INC	OSAIC WEALTH, INC.	Oct 11, 2024	Oct 11, 2024	0	Bulk transfer	Ibd to ibd
CADARET GRANT & CO INC	AMERICAN PORTFOLIOS ADVISORS, INC	Dec 23, 2020	Dec 22, 2020	-1	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.Registered adviserregistration: current employment
Nov 27, 2024 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Oct 11, 2024 to Dec 2, 2024factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Dec 22, 2020 to Oct 11, 2024factForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Feb 24, 2009 to Dec 23, 2020factForm ADV

Dated events

Occurred
Dec 2, 2024
Advisor changed firm
Edward Peter Yetsko left Osaic Wealth, Inc. for William Joseph Capital Management, Inc. (registered 2024-11-27)
Form ADVobserved 6 days ago