Joshua Shoshan
Investment adviser representative at Wealthspire Advisors
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$34.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Wealthspire AdvisorsFeb 2021 to now
- Bruderman Brothers, LLCJan 2020 to Feb 2021
- UnemeployedJul 2019 to Jan 2020
- Deutsche Bank Securities Inc.Jul 2006 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wealthspire Advisors
Legal name: Wealthspire Advisors LLC
$34.3BAssets managed
9,973Clients
225Advisers
31 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
- 3127659
- Firm CRD
- 106181