Joshua Gelber (CRD# 5794600) is an Investment Advisor Representative working at City National Securities, Inc. in New York, NY and has over 12 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | New York, NY | Feb 2019 - Current | 5 |
| Pnc Investments | Leonia, NJ | Dec 2014 - Feb 2019 | 4 |
| Pnc Bank | Leonia, NJ | Nov 2013 - Dec 2014 | 1 |
| Pnc Investments LLC | Pittsburgh, PA | Nov 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- CA
- NJ
- NY
-
Total Assets Under Management1,490MILLIONS
-
Total Number of Accounts2,126ACCOUNTS
-
Average Account Value$700,934
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
AZ, CA, CO, CT, DC, FL, GA, HI, LA, MA, NJ, NV, NY, OH, PA, TX, WA
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