Joshua
Abercrombie

Cantor Fitzgerald Investment Advisors

CRD#4797953
Investment Advisor
in New York, NY

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About this Advisor

Joshua Abercrombie is a financial advisor based in New York, New York, working with Cantor Fitzgerald Investment Advisors. Joshua has previously held positions at The Prudential Insurance Company Of America, Pruco Securities LLC, Griffin Capital Securities, LLC, Denovo Ventures LLC, Brighthouse Financial, and Cantor Fitzgerald. Joshua has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Joshua is part of Cantor Fitzgerald Investment Advisors, which operates out of New York, New York. The firm has 2 offices and 35 employees. The firm manages assets totaling $1.6 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, portfolio management for institutional clients, and selection of other advisers. The fee structure at Cantor Fitzgerald Investment Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

110 East 59Th Street 7Th Floor
New York, NY 10022

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Cantor Fitzgerald Investment Advisors Brokerage Details

Total Assets Under Management

$1,643,515,117

NY Average: $7,464,549,021
Total Number of Employees

35

NY Average: 88
Total Number of Accounts

1,364

NY Average: 3,892
Average Account Size

$1,204,923

NY Average: $1,917,921

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
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Joshua Abercrombie Work History

2022 - Present (3 years)

Cantor Fitzgerald

2019 - Present (6 years)

Brighthouse Financial

2018 - Present (7 years)

Denovo Ventures LLC

2016 - 2018 (2 years)

Griffin Capital Securities, LLC

2013 - 2016 (3 years)

The Prudential Insurance Company Of America

2013 - 2016 (3 years)

Pruco Securities LLC

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Disclosures

Please visit the SEC profile of Joshua Abercrombie 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 Cantor Fitzgerald Investment Advisors

Gabriel Gonzalez
New York, NY
Dillon Fitzpatrick
New York, NY
Arseny Titoff
New York, NY
Joshua Abercrombie
New York, NY
Cody Rominger
New York, NY
Matthew Hannan
New York, NY
Timothy Collier
New York, NY
Tiffany Orcutt
New York, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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