Joshua
Reesman
Prosperity Capital Advisors
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About this Advisor
Joshua Reesman is a financial advisor based in Saint Louis, Missouri, working with Prosperity Capital Advisors. Joshua has previously held positions at HSBC Bank USA N.A, HSBC Securities (USA) Inc, Goldman, Sachs & Co, State Street Global Advisors Funds Distributors, LLC, State Street Global Advisors Trust Company, Prosperity Capital Advisors, The Chamberlin Group (D.B.A.), and American Retirement Academy (D.B.A.). Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, Missouri, and Texas. Currently, Joshua is part of Prosperity Capital Advisors, which operates out of Saint Louis, Missouri. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 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 institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$2,245,308,171
202
9,396
$238,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Joshua Reesman Work History
Prosperity Capital Advisors
The Chamberlin Group (D.B.A.)
American Retirement Academy (D.B.A.)
State Street Global Advisors Funds Distributors, LLC
State Street Global Advisors Trust Company
Goldman, Sachs, Co
Hsbc Securities (Usa) Inc
Goldman, Sachs, Co
Hsbc Bank Usa N.A
Disclosures
Please visit the SEC profile of Joshua Reesman 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 Prosperity Capital Advisors
Westlake, OH
Westlake, OH
South Easton, MA
Arden, NC
Westlake, OH
Westlake, OH
Lake Charles, LA
Edwardsville, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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