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Josh Dreseris

BNY Advisors

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About Josh Dreseris

Josh Dreseris is a registered investment advisor representative with BNY Advisors. Josh has been in the financial services industry for over 14 years and has worked with a number of financial institutions. Josh is currently registered with 51 states. Josh specializes in portfolio management for individuals and businesses, as well as pooled investment vehicles.

Firm Information

Josh Dreseris is currently registered with BNY Advisors. BNY Advisors, based in Pennington, NJ, is an investment advisor with over $19.7 billion in regulatory assets under management. The firm offers a range of advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. BNY Advisors also provides mutual fund screening and model portfolio delivery services. Their client base includes individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
BNY Advisors

1800 AMERICAN BLVD.

PENNINGTON, NJ 08534

$19.69B

Assets Under Management

23

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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mutual fund screening, model portfolio delivery

Mutual fund screening, model portfolio delivery

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Asset based fees related to model portfolio delivery

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Josh Dreseris’s Registration & Firm History

NJ

10/04/2021 - Present

BNY Advisors (PENNINGTON NJ)

MA

07/16/2010 - 03/04/2024

PERSHING LLC (BOSTON MA)

PA

03/02/2010 - 07/20/2010

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

PA

05/22/2009 - 08/07/2009

TD AMERITRADE, INC. (RADNOR PA)

PA

07/09/2008 - 03/20/2009

BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)

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Licenses & Designations

BOTH

Issued 12/08/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/04/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josh Dreseris.
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