Joshua L. Graham

WESTVIEW INVESTMENT ADVISORS

BURLINGTON, VT 05401

CRD#: 8092631

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Professional summary

Joshua Lawrence Graham, who also goes by Joshua Graham, is a registered financial advisor currently at WESTVIEW INVESTMENT ADVISORS located in Burlington, Vermont.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joshua has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

Joshua Graham

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Lawrence Graham'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 14, 2025 - Present

WESTVIEW INVESTMENT ADVISORS

Office #1: 118 Pine St., Burlington, VT 05401

RIA

CRD#: 305655

BURLINGTON, VT

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".

WESTVIEW INVESTMENT ADVISORS

WESTVIEW INVESTMENT ADVISORS | WESTVIEW MANAGEMENT LLC

CRD#: 305655 / SEC#: 801-117557

RIA

Registered Investment Advisory firm - (10/25/2019 Approved)

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

Vermont
(5/14/2025)

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

Current Firm

WESTVIEW INVESTMENT ADVISORS

WESTVIEW INVESTMENT ADVISORS | WESTVIEW MANAGEMENT LLC

CRD#: 305655 / SEC#: 801-117557

RIA

Registered Investment Advisory firm - (10/25/2019 Approved)

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Contact information

Main Address

118 Pine St., Burlington, VT 05401

Mailing Address

Phone number

(802) 489-5342

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/18/2026)

Regulatory assets under management

Total Number of Accounts	476
AUM (Assets Under Management)	$ 228,645,287

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 L. Graham

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Lawrence Graham's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTVIEW INVESTMENT ADVISORS

Primary Firm SEC Registration

WESTVIEW INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

WESTVIEW INVESTMENT ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTVIEW INVESTMENT ADVISORS

TRUST BUT VERIFY

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