Joshua FriedlanderCRD Number: 5826904
Current Firm: Lion Street Advisors, LLC
Joshua Friedlander (CRD# 5826904) is an Investment Advisor Representative working at Lion Street Advisors, LLC in New York, NY and has over 12 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Lion Street Financial||New York, NY||Jan 2021 - Current||1|
|Lion Street Advisors||New York, NY||Jan 2021 - Current||1|
|Mml Investors Services, LLC||Syosset, NY||Aug 2010 - Jan 2021||10|
|Massmutual Life Insurance Company||Syosset, NY||Aug 2009 - Jan 2021||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2010|
|S65||NASAA Investment Advisors Law Examination||Apr 2021|
Total Assets Under Management1,399MILLIONS
Total Number of Accounts4,119ACCOUNTS
Average Account Value$339,736
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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