Yuvraj Joshi (CRD# 7785401) is an Investment Advisor Representative working at Hedgeye Risk Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Hedgeye Risk Management LLC | Stamford, CT | Jul 2023 - Current | < 1 |
James Madison University | Harrisonburg, VA | Sep 2022 - Jun 2023 | < 1 |
True Beacon | Bengaluru, | May 2022 - Jul 2022 | < 1 |
James Madison University | Harrisonburg, VA | Sep 2021 - Apr 2022 | < 1 |
Jb & Hara Housing | Bengaluru, | May 2021 - Jul 2021 | < 1 |
James Madison University | Harrisonburg, VA | Aug 2019 - Apr 2021 | 1 |
Student | Bengaluru, | Jan 2013 - Jul 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Subscription fees (for a newsletter or periodical)
- Other
- Publication of periodicals or newsletters
- Other
CT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.