Joseph Edward Sholler
Investment adviser representative at Webull Advisors LLC
13 yearsExperience
1 stateRegistered in
$48.9MFirm assets
7 yearsFirm in business
Are you Joseph Edward Sholler? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Webull Advisors LLCDec 2024 to now
- Webull Financial LLCDec 2024 to now
- Webull Technologies (US) LLCDec 2024 to now
- UnemployedMay 2024 to Dec 2024
- UBS Financial Services IncJul 2013 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (NY).
Webull Advisors LLC
$48.9MAssets managed
28,867Clients
12Advisers
7 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
- 4562800
- Firm CRD
- 304881