JP
JP
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...
Location
Lido Beach, NY
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
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 1 mo
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Financial Services, INC.Broker
January 2004 - June 2019 · 15 yrs 5 mos
State Registrations19 states
AZCACOCTDEFLGAILMAMDMENJNMNVNYPASCVAWV
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.