Joshua StewartCRD Number: 3096378
Current Firm: Mad River Investors
Joshua Stewart (CRD# 3096378) is an Investment Advisor Representative working at Mad River Investors in Boston, MA and has over 17 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Mrm-horizon Advisors Llc D/b/a Mad River Investors||Boston, MA||Jan 2002 - Current||16|
|Delta Equity Services Corp/bolton Global Capital||Boston, MA||Jan 2002 - May 2014||12|
|Mad River Management||Boston, MA||Jan 2002 - Dec 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2000|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
Total Assets Under Management195MILLIONS
Total Number of Accounts232ACCOUNTS
Average Account Value$842,443
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, IL, MA, NJ, NY
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