Joshua Gully is a registered investment advisor, based in Stamford, CT, with 37 years of industry experience.
Location
2200 Atlantic Street, Suite 200, Stamford, CT, 06902
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Regulatory History (1)
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Employment Separation After Allegations
January 2022Other Business Activities
Joshua is a financial advisor with NewEdge Wealth, dedicating about half his time to this role. He also provides advice to entrepreneurs at Cornell University and is the managing partner of Cooba Partners LLC, though his responsibilities there are limited.
Employment History
Current Registrations
Newedge Securities, LLCBroker
April 2023 - Present · 3 yrs 1 mo
New Edge Wealth
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Morgan StanleyBroker
June 2009 - February 2022 · 12 yrs 8 mos
Morgan Stanley
June 2009 - February 2022 · 12 yrs 8 mos
Morgan Stanley & CO. Incorporated
May 2002 - June 2009 · 7 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
July 1992 - June 2009 · 16 yrs 11 mos
Salomon Brothers INC.Broker
September 1985 - August 1990 · 4 yrs 11 mos
State Registrations15 states
CACOCTFLMAMENCNJNVNYPATNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.