Joshua B. Angell

POINCIANA ADVISORS GROUP

Palm Beach Gardens, FL 33410

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CRD#: 5754377

Professional summary

Joshua Barron Angell, who also goes by Josh Angell, is a registered financial advisor currently at POINCIANA ADVISORS GROUP, LLC located in Palm Beach Gardens, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Joshua has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Angell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Smith, Stohlman, James & Gardere, P.A 11025 RCA CENTER DRIVE PALM BEACH GARDENS, FL 33410; NON-INVESTMENT RELATED; PARTNER; AUGUST 2008 TO PRESENT; FULL TIME EMPLOYMENT; MAJORITY OF TIME SPENT IS DURING SECURITIES TRADING HOURS 2) THE BARRONS GROUP, LLC 4521 PGA BLVD, SUITE 130 PALM BEACH GARDENS, FL 33418; INVESTMENT RELATED; FOUNDER & CHIEF INVESTMENT OFFICER; AUGUST 2012 TO PRESENT; 1-2 Hours per week, during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Barron Angell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 5, 2010 - Present

POINCIANA ADVISORS GROUP, LLC

Office #1: 3300 Pga Boulevard Suite 200, Palm Beach Gardens, FL 33410

RIA

CRD#: 137423

Palm Beach Gardens, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

POINCIANA ADVISORS GROUP, LLC

CRD#: 137423 / SEC#: 801-118568

RIA

Registered Investment Advisory firm - (4/28/2020 Approved)

Florida

Registered Investment Advisory firm - (5/5/2020 Terminated)

Texas

Registered Investment Advisory firm - (7/9/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/5/2010)

IAR

Texas
(3/2/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/7/2009

Uniform Investment Adviser Law Examination

Current Firm

POINCIANA ADVISORS GROUP, LLC

CRD#: 137423 / SEC#: 801-118568

RIA

Registered Investment Advisory firm - (4/28/2020 Approved)

Florida

Registered Investment Advisory firm - (5/5/2020 Terminated)

Texas

Registered Investment Advisory firm - (7/9/2015 Terminated)

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Contact information

Main Address

3300 Pga Boulevard Suite 200, Palm Beach Gardens, FL 33410

Mailing Address

Phone number

(561) 296-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POINCIANA ADVISORS GROUP, LLC FORM ADV PART 2 (5/20/2025)

Regulatory assets under management

Total Number of Accounts	278
AUM (Assets Under Management)	$ 336,319,781

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joshua B. Angell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Barron Angell's CRS (Customer Relationship Summary).

Certified licenses

Experience

POINCIANA ADVISORS GROUP, LLC

Primary Firm SEC Registration

POINCIANA ADVISORS GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2009

Current Firm

POINCIANA ADVISORS GROUP, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POINCIANA ADVISORS GROUP, LLC

TRUST BUT VERIFY

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