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Joshua Matthew Moss

EAM Investors, LLC

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About Joshua Matthew Moss

Joshua Matthew Moss is an investment advisor representative with EAM Investors, LLC. Joshua has been registered with the Securities and Exchange Commission (SEC) since 2008. Prior to EAM Investors, LLC Joshua was registered with Nicholas-Applegate Securities LLC and Credit Suisse First Boston Corporation. Joshua has passed the Series 7, Series 63, and Series 65 exams. Joshua specializes in portfolio management for businesses, investment companies, and pooled investment vehicles.

Firm Information

Joshua Moss is currently registered with EAM Investors, LLC. EAM Investors, LLC is an investment advisor located in Solana Beach, CA. The firm has 5 investment adviser representatives and manages approximately $932,639,270 in regulatory assets. EAM Investors, LLC provides portfolio management services to investment companies, pooled investment vehicles, and businesses. The firm also offers advisory services to state or municipal government entities and pension and profit-sharing plans.
EAM Investors, LLC

215 HIGHWAY 101

SOLANA BEACH, CA 92075

$932.64M

Assets Under Management

14

Total Clients

4

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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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 investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Joshua Moss’s Registration & Firm History

CA

03/14/2008 - Present

EAM Investors, LLC (SOLANA BEACH CA)

CA

01/09/2002 - 08/20/2007

NICHOLAS-APPLEGATE SECURITIES LLC (SAN DIEGO CA)

NY

01/08/2001 - 11/05/2001

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/06/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Matthew Moss.
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