Joshua Holt is a CFP-designated registered investment advisor, based in Stamford, CT, with 14 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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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 ActivitiesSells Insurance
Joshua owns and manages two rental real estate properties and is the sole trustee for another. He also works as a head basketball coach, is a board member/president for a youth baseball league, and officiates sports games, while dedicating about half his time to Bridge Street Private Wealth Management.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations14 states
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