Joshua FelsenfeldCRD Number: 4436318
Current Firm: Strategic Advisers, Inc.
Joshua Felsenfeld (CRD# 4436318) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Newport Beach, CA and has over 16 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|Fidelity Brokerage Services LLC||Dallas, TX||Jul 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S66||NASAA Uniform Combined State Law Examination||Oct 2004|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY