Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Gully is a financial advisor at New Edge Wealth, based in Stamford, CT. Joshua has over 30 years of experience in the financial services industry, and is registered with both the state of Connecticut and New York as a Registered Representative and Investment Advisor Representative. Joshua holds Series 3, 5, 7, 15, 63, and 65 licenses, and the SIE designation. He is also a Managing Partner of Cooba Partners LLC, a privately-held investment firm.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
04/11/2023 - Present
NEW Edge Wealth (STAMFORD CT)
NY
06/01/2009 - 02/10/2022
MORGAN STANLEY (New York NY)
NY
07/17/1992 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
09/24/1985 - 08/07/1990
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 08/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 01/05/1987
Series 5 - Interest Rate Options Examination
BC
Issued 04/28/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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