Josh Dreseris, financial advisor Pennington NJ

Josh Dreseris

CRD Number: 5551879
Current Firm: Bny Mellon Advisors, Inc.

Josh Dreseris (CRD# 5551879) is an Investment Advisor Representative working at Bny Mellon Advisors, Inc. in Pennington, NJ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Bny Mellon Advisors, Inc. Pennington, NJ Jun 2023 - Current < 1
Bny Mellon Securities Corp. Topsfield, MA May 2023 - Current < 1
Pershing LLC Topsfield, MA May 2015 - Current 8
Lockwood Advisors, Inc. Boston, MA Sep 2011 - Jun 2023 11
Pershing LLC King Of Prussia, PA Sep 2011 - Apr 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Josh Dreseris
Phone Number: 800-200-3033, OPTION 3
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NY
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WV
  • WI
  • WY
By the Numbers
  • Total Assets Under Management
    11,311
    MILLIONS
  • Total Number of Accounts
    48,071
    ACCOUNTS
  • Average Account Value
    $235,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
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, VT, WA, WI, WV, WY

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