Joshua David Szafranski
Investment adviser representative at Edgewater Pro Sports Financial
11 yearsExperience
1 stateRegistered in
$225MFirm assets
5 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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Edgewater Pro Sports FinancialJul 2024 to now
- Aml RightsourceDec 2022 to Jun 2024
- Edgewater Investment GroupMar 2019 to Nov 2022
- Cleveland State UniversityDec 2017 to May 2021
- Ymca of Greater Cleveland - Lakewood BranchDec 2015 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Edgewater Pro Sports Financial
Legal name: Henson-edgewater Management, LLC
$225MAssets managed
741Clients
2Advisers
5 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
- 7951607
- Firm CRD
- 135316