Josh DreserisCRD Number: 5551879
Current Firm: Lockwood Advisors Inc.
Josh Dreseris (CRD# 5551879) is an Investment Advisor Representative working at Lockwood Advisors Inc. in Quincy, MA and has over 9 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Pershing LLC||Quincy, MA||May 2015 - Current||3|
|Lockwood Advisors, Inc.||King Of Prussia, PA||Sep 2011 - Current||6|
|Pershing LLC||King Of Prussia, PA||Sep 2011 - Apr 2015||3|
|Pershing LLC||Malvern, PA||Jul 2010 - Sep 2011||1|
|Lockwood Advisors, Inc.||Malvern, PA||Jul 2010 - Sep 2011||1|
|Janney Montgomery Scott LLC||Philadelphia, PA||Mar 2010 - Jun 2010||< 1|
|Unemployed||Phoenixville, PA||Jul 2009 - Mar 2010||< 1|
|Td Ameritrade||Radnor, PA||May 2009 - Jul 2009||< 1|
|Brinker Capital||Berwyn, PA||Mar 2006 - Mar 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management6,897MILLIONS
Total Number of Accounts42,310ACCOUNTS
Average Account Value$163,007
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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