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Joshua Schimmer

Cantor Fitzgerald & Co.

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About Joshua Schimmer

Joshua Schimmer is a financial professional who has been in the industry since 2005. Joshua is currently registered with Cantor Fitzgerald & Co. Previously, Joshua was registered with Evercore Group L.L.C., Piper Jaffray & Co., Lazard Capital Markets LLC, Leerink Swann LLC, FTN Equity Capital Markets Corp., Cowen and Company, and Deutsche Bank Securities Inc.. Joshua is licensed to provide securities advice in California, Connecticut, Florida, Illinois, Massachusetts, New York, and Texas. Joshua holds the Series 7, Series 63, Series 86, Series 87, and SIE licenses.

Firm Information

Joshua Schimmer is currently registered with Cantor Fitzgerald & Co.. Cantor Fitzgerald & Co. is a partnership formed on September 25, 1992, with a presence in 52 states and the District of Columbia, as well as federal SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

291

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.

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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Joshua Schimmer’s Registration & Firm History

CA

09/06/2023 - Present

Cantor Fitzgerald & Co. (EL SEGUNDO CA)

NY

07/21/2017 - 09/05/2023

EVERCORE GROUP L.L.C. (NEW YORK NY)

NY

11/06/2013 - 07/24/2017

PIPER JAFFRAY & CO. (NEW YORK NY)

NY

06/19/2012 - 11/05/2013

LAZARD CAPITAL MARKETS LLC (NEW YORK NY)

NY

06/16/2009 - 06/05/2012

LEERINK SWANN LLC (NEW YORK NY)

NY

02/18/2009 - 06/04/2009

FTN EQUITY CAPITAL MARKETS CORP. (NEW YORK NY)

NY

04/19/2004 - 03/05/2007

COWEN AND COMPANY (NEW YORK NY)

NY

10/01/2003 - 04/21/2004

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/02/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/19/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/30/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joshua Schimmer.
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