Joshua Elkin
Joshua Elkin is a registered investment advisor at Cetera Investment Advisers LLC, based in Bohemia, NY, with 9 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3920 Veterans Memorial Hwy. Suite 1, Bohemia, NY, 11716
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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 is an insurance agent selling fixed insurance products since 2018. He also works as a financial professional for North Ridge Wealth Planning, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
State Registrations4 states
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