Joshua Tosoni (CRD# 7356942) is an Investment Advisor Representative working at Hamel Associates,inc. in Chatham, NJ and has over 3 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Hamel Associates, Inc. | Chatham, NJ | Aug 2020 - Current | 3 |
Hamel Associates, Inc. | Chatham, NJ | Mar 2020 - Jul 2020 | < 1 |
Seton Hall University | South Orange, NJ | Sep 2016 - May 2020 | 3 |
Hamel Associates, Inc. | Chatham, NJ | May 2019 - Aug 2019 | < 1 |
Arnold Maryland School District | Arnold, MD | Sep 2003 - Jun 2016 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- GA
- NJ
-
Total Assets Under Management489MILLIONS
-
Total Number of Accounts241ACCOUNTS
-
Average Account Value$2,030,455
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, MO, NJ, NY, TX, VA
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