Joshua
Tosoni
Hamel Associates,Inc
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About this Advisor
Joshua Tosoni is a financial advisor working out of Chatham, New Jersey with 2 years of industry experience. Tosoni is currently employed by Hamel Associates,Inc. Throughout their career, Tosoni has worked at Hamel Associates, Inc, Seton Hall University and Arnold Maryland School District. Tosoni holds a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in New Jersey. Hamel Associates,Inc is a registered investment business that has its headquarters in Chatham, NJ. It has a total of eight advisors. It manages $481 million in assets under management across its 242 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 242 accounts, 57% are held by high-net-worth individuals who have more than $1 million in assets. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees charged by Hamel Associates,Inc can be comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hamel Associates,Inc Brokerage Details
$480,669,978
8
242
$1,986,240
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joshua Tosoni Work History
Joshua has been registered as a financial advisor for 2 years.*
Hamel Associates, Inc
Hamel Associates, Inc
Hamel Associates, Inc
Seton Hall University
Arnold Maryland School District
*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 Tosoni 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 Hamel Associates,Inc
St. Louis, MO
Chatham, NJ
Chatham, NJ
Livingston, NJ
Chatham, 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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