Joshua Abercrombie
Joshua Abercrombie is a registered investment advisor at Cantor Fitzgerald Investment Advisors, based in New York, NY, with 20 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,295 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Under certain circumstances, Cantor Fitzgerald Investment Advisors (CFIA) reserves the right to negotiate fees, which may result in different fees for similar investment management services.
Fee Estimator
Location
110 East 59th Street, 7th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joshua is the founder and sole proprietor of Denovo Ventures LLC, established in 2018, which acquires, renovates, and sells residential properties in the Phoenix metro area. This activity is not investment-related.
Employment History
Current Registrations
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald & CO.
Cantor Fitzgerald & CO.Broker
Previous Registrations
Brighthouse Securities, LLCBroker
Griffin Capital Securities, LLCBroker
Pruco Securities, LLC.Broker
Northern Lights Distributors, LLCBroker
Mfs Fund Distributors, INC.Broker
State Registrations16 states
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
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