Joshua Newman, financial advisor San Francisco CA
90 score

Joshua Newman

CRD Number: 6251003
Current Firm: Sonen Capital LLC

Joshua Newman (CRD# 6251003) is an Investment Advisor Representative working at Sonen Capital LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sonen Capital LLC San Francisco, CA Jul 2013 - Current 4
Sonen Capital LLC San Francisco, CA Oct 2012 - Jun 2013 < 1
Redf San Francisco, CA Oct 2012 - Dec 2012 < 1
Presidio Graduate School San Francisco, CA Jul 2012 - Dec 2012 < 1
Climate Action Capital San Francisco, CA Dec 2011 - Dec 2012 1
Sonen Capital LLC San Francisco, CA Jul 2012 - Sep 2012 < 1
Sf Public Utilities Commission San Francisco, CA Jun 2011 - Mar 2012 < 1
Myco2impact San Francisco, CA Jun 2010 - Sep 2011 1
Earthlust San Francisco, CA Feb 2009 - Aug 2010 1
The Cliffs At Valhalla San Francisco, CA Jul 2008 - Jan 2010 1
Franklin & Marshall College Lancaster, PA Aug 2003 - Jun 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Joshua M. Newman
Phone Number: 415-534-4444
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 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)
Types of Clients
Registered States


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

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