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Joshua Peltz

Joel Isaacson & CO., LLC

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About Joshua Peltz

Joshua Peltz is a financial advisor associated with Joel Isaacson & Co., LLC in New York, NY. Joshua Peltz is also a Certified Financial Planner. Joshua Peltz has been in the industry since June 1, 2009 and has experience with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Joshua Peltz specializes in providing financial planning, portfolio management, and selection of other advisors.

Firm Information

Joshua Peltz is currently registered with Joel Isaacson & CO., LLC. Joel Isaacson & CO., LLC is a registered investment advisor based in New York, NY. They offer financial planning, portfolio management for individuals, and tax planning and compliance consulting services. The firm has a total of 5,103 accounts under management with approximately $6.89 billion in regulatory assets. They primarily serve high-net-worth individuals and individuals other than high-net-worth, as well as charitable organizations.
Joel Isaacson & CO., LLC

546 FIFTH AVENUE

NEW YORK, NY 10036

$6.89B

Assets Under Management

Not reported

Total Clients

14

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 individuals

Personalized portfolio management to meet individual financial objectives.

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tax planning and compliance consulting services

Tax planning and compliance consulting services

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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Joshua Peltz’s Registration & Firm History

NY

07/29/2021 - Present

Joel Isaacson & CO., LLC (NEW YORK NY)

NY

06/01/2009 - 04/12/2010

MORGAN STANLEY SMITH BARNEY (NEW YORK NY)

NY

05/19/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Peltz.
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