Tashia Joseph
Tashia Joseph is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Melbourne, FL, with 11 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
6769 North Wickham Road, Suite B100, Melbourne, FL, 32940
Get directionsHistory
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
Tashia is the Vice President/Member of Trekdance LLC, an outdoor dance fitness company, assisting with strategic business planning and implementation of initiatives. This takes a few hours per week.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Cetera Advisors LLCBroker
Ifs SecuritiesBroker
Merrimac Corporate Securities, INC.Broker
Next Financial Group, INC.Broker
State Registrations47 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.