Joshua RothsteinCRD Number: 5624327
Current Firm: Angeles Wealth Management, LLC
Joshua Rothstein (CRD# 5624327) is an Investment Advisor Representative working at Angeles Wealth Management, LLC in Santa Monica, CA and has over 8 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Angeles Wealth Mangement||Santa Monica, CA||Jun 2014 - Current||2|
|Guggenheim Investment Advisors, LLC||New York, NY||Jul 2006 - Apr 2014||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2009|
|S63||Uniform Securities State Law Examination||Mar 2014|
Total Assets Under Management172MILLIONS
Total Number of Accounts65ACCOUNTS
Average Account Value$2,651,185
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, TX