Joshua Anthony Barone
Investment adviser representative at Savvy
18 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- SavvyDec 2024 to now
- Universal Value AdvisorsJan 2017 to now
- Farther Finance AdvisorsJun 2023 to Dec 2024
- Fourstar Wealth Advisors, LLCFeb 2019 to Jun 2023
- Fieldstone Financial Management Group, LLCOct 2016 to Mar 2019
- Concert Wealth ManagementAug 2014 to Dec 2016
- Barone DistributionJan 2008 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (NV).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3120814
- Firm CRD
- 318493