Joshua
Feldschneider
Pine Valley Investments
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About this Advisor
Joshua Feldschneider is a financial advisor operating in Marlton, New Jersey with 3 years of relevant experience. Feldschneider works at Pine Valley Investments. Over the course of their career, they have held roles at Merrill Lynch, Pro'S Pro LLC, Titleist Golf Company, Lynn University, Willow Brook Country Club, Boca West Country Club, Callaway Golf Sales Company, Bank Of America, N.A and Pine Valley Investments. Feldschneider holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Pine Valley Investments is a registered investment firm based out of Marlton, NJ. It oversees $965 million in assets under management between its 3,393 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm provides financial advice to eight charitable organizations. Of its 3,393 client accounts, 89% are held by high-net-worth investors who have greater than $1 million in investable assets. Pine Valley Investments has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services are provided. However, fees charged by Pine Valley Investments typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pine Valley Investments Brokerage Details
$964,600,915
27
3,393
$284,291
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Joshua Feldschneider Work History
Joshua has been registered as a financial advisor for 3 years.*
Pine Valley Investments
Pine Valley Investments
Bank Of America, N.A
Merrill Lynch
Titleist Golf Company
Boca West Country Club
Callaway Golf Sales Company
Lynn University
Lynn University
Willow Brook Country Club
Pro'S Pro 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 Joshua Feldschneider 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 Pine Valley Investments
Marlton, NJ
Marlton, NJ
Williamstown, NJ
Marlton, NJ
Marlton, NJ
Marlton, NJ
Marlton, NJ
Marlton, 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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