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Joshua Michael Stewart

MAD River Investors

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About Joshua Michael Stewart

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.

Firm Information

Joshua Stewart is currently registered with MAD River Investors. MAD River Investors, based in BOSTON, MA, is an investment advisor registered with the SEC. The firm primarily provides investment advisory services to individuals, corporations, pooled investment vehicles, and pension and profit sharing plans. They also offer portfolio management for businesses. MAD River Investors manages approximately $213,526,007 in regulatory assets under management.
MAD River Investors

84 STATE STREET, SUITE 1060

BOSTON, MA 02109

$213.53M

Assets Under Management

Not reported

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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performance-based fees

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

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Joshua Stewart’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Michael Stewart.
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