Joshua Paul Friedlander
Investment adviser representative at Integrity Alliance, LLC
17 yearsExperience
3 statesRegistered in
$5.4BFirm assets
17 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
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street AdvisorsJan 2021 to now
- Lion Street FinancialJan 2021 to now
- MML Investors Services, LLCAug 2010 to Jan 2021
- Massmutual Life Insurance CompanyAug 2009 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (NY, SC, TX).
Integrity Alliance, LLC
$5.4BAssets managed
10,885Clients
335Advisers
17 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
- 5826904
- Firm CRD
- 139627