Joseph Malfeo
Hunter Street Investment Advisors · Apex, North Carolina
Joseph Malfeo is a fee-only financial advisor at Hunter Street Investment Advisors in Apex, North Carolina, who holds the CFP and ChFC credentials. Hunter Street Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Hunter Street Investment Advisors |
|---|---|
| Based in | Apex, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $166.4M across 889 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in IL, NC, NY · CRD 3031535 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.hsiadvisors.net |
How Joseph's firm compares
- Hunter Street Investment Advisors's average account is about $187,000, from its Form ADV (assets managed divided by 889 accounts).
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Questions about Joseph
Is Joseph Malfeo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Hunter Street Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Hunter Street Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joseph Malfeo based?
Joseph Malfeo is based in Apex, North Carolina.
What credentials does Joseph Malfeo hold?
Joseph Malfeo holds the CFP and ChFC credentials.
Is Joseph Malfeo registered with the SEC?
Yes. Joseph Malfeo is registered as an investment adviser representative in IL, NC and NY (CRD 3031535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hunter Street Investment Advisors manage?
Hunter Street Investment Advisors reports $166.4M across 889 accounts in assets under management.
How do I contact Joseph Malfeo?
Through Joseph's website, www.hsiadvisors.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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