Joshua
Crossman
Dakota Wealth, LLC
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About this Advisor
Joshua Crossman is a financial advisor based in Palm Beach Gardens, Florida, working with Dakota Wealth, LLC. Joshua has previously held positions at Citigroup Global Markets, Inc, Barclays Capital Inc, Dakota Wealth, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America. N.A, Boston Private Wealth LLC, and The Sharp Financial Group. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Joshua is part of Dakota Wealth, LLC, which operates out of Palm Beach Gardens, Florida. The firm has 21 offices and 84 employees. The firm manages assets totaling $5.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Dakota Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dakota Wealth, LLC Brokerage Details
$5,334,134,989
84
9,720
$548,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Joshua Crossman Work History
Dakota Wealth, LLC
The Sharp Financial Group
Boston Private Wealth LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America. N.A
Citigroup Global Markets, Inc
Barclays Capital Inc
Disclosures
Please visit the SEC profile of Joshua Crossman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dakota Wealth, LLC
Palm Beach Gardens, FL
Akron, OH
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Akron, OH
Sartell, MN
Palm Beach Gardens, FL
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