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 11 years of experience in the finance industry.
Fried Asset Management, Inc.
Bridge Advisory LLC
|Angeles Wealth Mangement||Santa Monica, CA||Jun 2014 - Current||5|
|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 Management309MILLIONS
Total Number of Accounts76ACCOUNTS
Average Account Value$4,066,930
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NY, TX
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