Josh Dreseris
Investment adviser representative at RBC Rochdale, LLC
14 yearsExperience
6 statesRegistered in
$73BFirm assets
40 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- RBC Rochdale, LLCDec 2025 to now
- Cnr Securities, LLCDec 2025 to now
- UnemployedMay 2025 to Nov 2025
- BNY Mellon Advisors, Inc.Jun 2023 to Apr 2025
- BNY Mellon Securities Corp.May 2023 to Apr 2025
- Pershing LLCMay 2015 to Mar 2024
- Lockwood Advisors, Inc.Sep 2011 to Jun 2023
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 6 states (CT, MA, ME, NH, RI, VT).
RBC Rochdale, LLC
$73BAssets managed
17,054Clients
119Advisers
40 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
- 5551879
- Firm CRD
- 117198