Joshua Moscov, financial advisor Pittsford NY
88 score

Joshua Moscov

CRD Number: 6332313
Current Firm: Commonwealth Financial Network

Joshua Moscov (CRD# 6332313) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsford, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Apr 2014 - Current 2
Heritage Financial Services, LLC Pittsford, NY Apr 2014 - Current 2
Pharos Systems Rochester, NY Jan 2012 - Feb 2014 2
Paetec Software Corp Fairport, NY Nov 2002 - Dec 2011 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Joshua S. Moscov
Phone Number: 781-736-0700
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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