Josh
Dreseris
Lockwood Advisors Inc
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About this Advisor
Josh Dreseris is a financial advisor working in Pennington, New Jersey who has 13 years of relevant experience. Dreseris is an advisor for Lockwood Advisors Inc. Over the course of their career, Dreseris has held roles at Pershing LLC and Lockwood Advisors, Inc. Dreseris has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Lockwood Advisors Inc is a business that has its headquarters in Pennington, NJ. It controls $11 billion in assets across its 48,071 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 183 charities and foundations. Of its 48,071 customer accounts, just 4% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees vary depending on which services are provided. Fees charged by Lockwood Advisors Inc most likely consist of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lockwood Advisors Inc Brokerage Details
$11,310,947,595
20
48,071
$235,297
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Josh Dreseris Work History
Josh has been registered as a financial advisor for 13 years.*
Pershing LLC
Lockwood Advisors, Inc
Pershing LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Josh Dreseris 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 Lockwood Advisors Inc
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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