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Joshua Stelle

7 Years of Experience
Hermitage, PA
BrokerSells Insurance

Joshua Stelle is a registered investment advisor at Cetera Investment Advisers LLC, based in Hermitage, PA, with 7 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

One Fnb Blvd, 3rd Floor, Hermitage, PA, 16148

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History

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.

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Other Business ActivitiesSells Insurance

Joshua is the treasurer for Eintracht Mannerchor, where the account requires dual signatures. He also owns 50% of E&J Endeavo Limited LLC for rental property, with his spouse owning the other 50%, dedicating a few hours per week. Joshua also sells fixed life insurance outside of Cetera.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2018 - Present · 7 yrs 7 mos
Cetera Investment Services LLCBroker
March 2018 - Present · 8 yrs 4 mos
State Registrations11 states
CAFLGAMDNCNVOHPASCVAWV
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.
Joshua Stelle - Financial Advisor | TrueAdvisor