Joshua
Shoshan
Wealthspire Advisors
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About this Advisor
Joshua Shoshan is a financial advisor operating in New York, New York who has 2 years of industry experience. Shoshan is on the advisory team at Wealthspire Advisors. During their career, Shoshan has held roles at Bruderman Brothers, LLC, Unemeployed, Wealthspire Advisors and Deutsche Bank Securities Inc. Shoshan holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Wealthspire Advisors is a financial advisory company based in New York, NY. The company has offices in 17 locations and a total of 250 financial advisors. It controls $16 billion in assets across its 6,622 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 40 charities and foundations. Of its 6,622 accounts, 44% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on which services the firm provides the client. However, fees billed by Wealthspire Advisors may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$16,318,934,315
250
6,622
$2,464,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joshua Shoshan Work History
Joshua has been registered as a financial advisor for 2 years.*
Wealthspire Advisors
Bruderman Brothers, LLC
Unemeployed
Deutsche Bank Securities Inc
*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 Shoshan 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 Wealthspire Advisors
New York, NY
New York, NY
New York, NY
New York, NY
Reston, VA
New York, NY
Reston, VA
New York, NY
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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