Joshua Green
Joshua Green is a CFP-designated registered investment advisor at Steward Partners Investment Advisory, LLC, based in Seminole, FL, with 15 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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42,763 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum program fee is 2.50% annualized (up to 3.00% for certain Raymond James programs). Fees are fully negotiable between you and your investment advisor representative.
Fee Estimator
Location
Seminole, FL
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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 →Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations53 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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