JoshDarwin- Financial Advisor Needham, MA

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About Josh Darwin

Josh Darwin is a Registered Investment Advisor who helps investors of all sizes and experince levels. Josh has been helping investors in the markets since he graduated from Tufts in 1991. Josh beleives in holistic investing that starts with sound asset allocation and securities selection. Josh communicates well and provides a high touch advisory service. Josh lives in Needham and Fairhaven MA with his wife Ricki and sons Jack (18) and George (16). Josh enjoys following Boston Sports, golfing, boating, cooking, gardening and following markets of all types.

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General Information

CRD#

2153443

Firm CRD#

125004

States Licensed in

All 50 States

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Smith Barney, Financial Consultant. Bank of America / Merrill Lynch - Managing Director, Bosotn MA 2001 - 2018

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 65

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000.00

Education

Bachelor of Arts -

Tufts University
09/10/1987 -05/10/1991

Disclosures

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Additional Detailed Disclosures
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Paladin Research Report For:

Josh Darwin

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