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Joshua Probeyahn
22 Years of Experience
Lido Beach, NY
1 DisclosureBroker
Joshua Probeyahn is a registered investment advisor at Cetera Investment Advisers LLC, based in Lido Beach, NY, with 22 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
Lido Beach, NY
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Regulatory History (1)
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Customer Dispute
March 2005Withdrawn
Other Business Activities
Joshua is a 1% owner of Ballparking Ventures LLC, assisting with the development and growth of a mobile app for renting/locating parking spaces. This requires a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2021 - Present · 5 yrs 6 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Foresters Financial Services, INC.Broker
January 2004 - June 2019 · 15 yrs 5 mos
State Registrations20 states
AZCACOCTDCDEFLGAILMAMDMENJNMNVNYPASCVAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Greg BarishmanCetera Investment Advisers LLC