Joshua Reyes is a CFP-designated registered investment advisor, based in New York, NY, with 11 years of industry experience.
Location
400 Park Avenue, 10th Floor, New York, NY, 10022
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Regulatory History
Clean regulatory record
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
Cnr Securities, LLCBroker
January 2026 - Present · 4 mos
RBC Rochdale, LLC
January 2026 - Present · 4 mos
Previous Registrations
UBS Financial Services INC.
January 2021 - January 2026 · 5 yrs
UBS Financial Services INC.Broker
January 2021 - January 2026 · 5 yrs
Thrivent Investment Management INC.
August 2018 - January 2021 · 2 yrs 5 mos
Thrivent Investment Management INC.Broker
June 2018 - January 2021 · 2 yrs 7 mos
Haydel, Biel & Associates
June 2018 - June 2018 · 0 mos
Nylife Securities LLCBroker
February 2014 - March 2018 · 4 yrs 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
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
No exam information available for this advisor.