Joel Michael Fishman
Investment adviser representative at Hbw Advisory Services LLC
15 yearsExperience
2 statesRegistered in
$1.7BFirm assets
13 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
15 years in the industry.
- Silver Oak Securities, Inc.Sep 2025 to now
- Mountain View Advisory Services, LLCJan 2024 to now
- Hbw Advisory Services LLCJun 2017 to now
- Hbw PartnersApr 2011 to now
- Cetera Wealth Services, LLCJun 2017 to Sep 2025
- Hbw Securities LLCJul 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NH, NY).
Hbw Advisory Services LLC
$1.7BAssets managed
13,864Clients
68Advisers
13 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
- 4453183
- Firm CRD
- 143665