Bradley S. Joselit
Professional summary
Bradley Sharf Joselit is a registered financial advisor currently at JOSELIT ASSET MANAGEMENT located in Northbrook, Illinois.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Bradley has worked at 6 firms and has passed the Series 66, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Sharf Joselit's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2011 - Present
JOSELIT ASSET MANAGEMENT
Office #1: 1363 Shermer Road Suite 325, Northbrook, IL 60062May 3, 2010 - April 18, 2013
CASSANDRA TRADING GROUP, LLC
April 12, 2006 - March 27, 2007
VTRADER PRO, LLC
August 26, 2004 - November 17, 2005
REFCO SECURITIES, LLC
June 4, 2003 - January 16, 2004
TD SECURITIES (USA) LLC
May 23, 2003 - April 15, 2004
TD OPTIONS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/10/2014)
(1/3/2011)
Exams
Series 55
Date: 7/10/2003
Limited Representative-Equity Trader ExamCurrent Firm
JOSELIT ASSET MANAGEMENT
CRD#: 152625 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 65,000,000 |
Red Flags
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