Joshua Holt is a CFP-designated registered investment advisor, based in Portsmouth, NH, with 14 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold.
Location
145 Maplewood Avenue, Suite 100, Portsmouth, NH, 03801
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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 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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