Joshua Paul Goldsmith
Investment adviser representative at Scarborough Capital Management
18 yearsExperience
26 statesRegistered in
CFP® certificationDesignation
$1.6BFirm 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 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.
- Independence Financial Group, LLCJan 2018 to now
- Scarborough Capital ManagementJan 2014 to now
- Scarborough Advisors, LLC dba Scarborough Capital ManagementNov 2013 to now
- Sii Investments, Inc.Dec 2008 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 26 states (AZ, CO, DE, FL, GA, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OK, PA, TX, VA, WA, WI, WV).
Scarborough Capital Management
Legal name: Scarborough Advisors, LLC
$1.6BAssets managed
2,664Clients
15Advisers
12 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
- 4809639
- Firm CRD
- 169517