Joshua
Keirsbilck

Pruco Securities, LLC

CRD#7726460
Investment Advisor
in Syracuse, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Keirsbilck is a financial advisor based in Syracuse, New York, working with Pruco Securities, LLC. Joshua has previously held positions at Equitable Advisors, LLC, Clover Home Leisure, Seabreeze Amusement Park, McDonald's, Merton Williams Middle School, Nazareth College, Hilton High School, and Pruco Securities LLC. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Joshua is part of Pruco Securities, LLC, which operates out of Syracuse, New York. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. 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 Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Plum Street Suite 301
Syracuse, NY 13204

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

NY Average: $10,121,009,343
Total Number of Employees

2,700

NY Average: 92
Total Number of Accounts

113,575

NY Average: 6,978
Average Account Size

$144,211

NY Average: $1,450,417

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 Keirsbilck Work History

2023 - Present (2 years)

Equitable Advisors, LLC

2023 - Present (2 years)

Pruco Securities LLC

2018 - Present (7 years)

Nazareth College

2020 - 2022 (2 years)

Clover Home Leisure

2018 - 2019 (1 year)

Seabreeze Amusement Park

2016 - 2018 (2 years)

Mcdonald'S

2014 - 2018 (4 years)

Hilton High School

2013 - 2014 (1 year)

Merton Williams Middle School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joshua Keirsbilck 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 Prudential Financial Planning Services

John Morrison
Franklin, TN
Angela Kawai Chan
Marlborough, MA
Jacob Logan
Charlotte, NC
Amna Altaf
Camarillo, CA
David Lizarraga-Ponce
San Diego, CA
Austin Kneifl
Omaha, NE
Jason Jackson
Columbus, OH
Jacob Taylor
Sarasota, FL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started