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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Morgan Brown is an investment advisor representative at Ritholtz Wealth Management, a firm based in New York. Joshua has been with Ritholtz Wealth Management since September 2013. Before that, Joshua worked at Westrock Advisors, Inc., Fusion Analytics Securities LLC, Sandgrain Securities, Inc., Global Capital Markets, LLC, and First Asset Management, Inc. Joshua holds the Series 7, 24, and 63 securities licenses and the Series 65 Investment Advisor Representative license. Joshua is also a contributor to CNBC's Fast Money program.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Good advice; liftoff - automated advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
01/20/2014 - Present
Ritholtz Wealth Management (NEW YORK NY)
FL
07/22/2010 - 12/07/2011
FUSION ANALYTICS SECURITIES LLC (CORAL SPRINGS FL)
NY
04/22/2002 - 07/16/2010
WESTROCK ADVISORS, INC. (NEW YORK NY)
NY
07/19/2000 - 04/26/2002
SANDGRAIN SECURITIES, INC. (GARDEN CITY NY)
NY
09/28/1998 - 08/02/2000
GLOBAL CAPITAL MARKETS, LLC (MELVILLE NY)
NY
10/06/1997 - 08/28/1998
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
IA
Issued 08/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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