Joshua Craig Fain
Investment adviser representative at Amerity Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$338.8MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Amerity Wealth Management, LLCDec 2022 to now
- Amerity FinancialFeb 2014 to now
- Beacon Global Advisor Network, LLCFeb 2018 to Dec 2023
- Claraphi Advisory Network, LLCNov 2016 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Amerity Wealth Management, LLC
$338.8MAssets managed
750Clients
17Advisers
3 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
- 6682604
- Firm CRD
- 322265