Joshua Greenwald is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Hunt Valley, MD, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
307 International Circle, Suite 530, Hunt Valley, MD, 21030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua has a 50% ownership stake in Latticework Investment Advisors LLC, dedicating about a quarter of his time to this investment-related activity. He also serves as treasurer for the Helmsley Court Neighborhood Improvement Association, spending minimal time on these duties.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations31 states
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