Josh Dreseris, financial advisor Quincy MA
93 score

Josh Dreseris

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Pershing LLC Quincy, MA May 2015 - Current 1
Lockwood Advisors, Inc. King Of Prussia, PA Sep 2011 - Current 5
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
Contact Info for Josh Dreseris
Phone Number: 484-801-8100
Registered State(s):
  • AL
  • AR
  • CO
  • AK
  • AZ
  • CA
  • CT
  • DE
  • DC
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WV
  • WI
  • FL
By the Numbers
  • Total Assets Under Management
    5,954
    MILLIONS
  • Total Number of Accounts
    37,342
    ACCOUNTS
  • Average Account Value
    $159,436
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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