Unclaimed
Joshua Michael Stewart is a financial advisor with Mad River Investors. Joshua is registered with the state of Massachusetts and has been a financial advisor since 2000. Joshua has experience in portfolio management for individuals, businesses and pooled investment vehicles. Joshua also specializes in providing selection of other advisors. Joshua has been associated with Mad River Investors since 2002. Previously, Joshua worked at Bolton Global Capital and Putnam Retail Management Limited Partnership.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
07/21/2004 - Present
MAD River Investors (BOSTON MA)
MA
01/30/2002 - 05/19/2014
BOLTON GLOBAL CAPITAL (BOSTON MA)
MA
11/21/2000 - 06/20/2001
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 09/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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