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Bradley Sharf Joselit

Joselit Asset Management

Northbrook, IL

CRD 2995848

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Employer firm

Joselit Asset Management CRD 152625

$67.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Joselit Asset Management

1363 Shermer Road Suite 325, Northbrook, IL 60062 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2014-07-10
IL RA APPROVED 2011-01-03
  • AZ RA
    APPROVED
    Since 2014-07-10
  • IL RA
    APPROVED
    Since 2011-01-03

Branch Locations

1363 Shermer Road Suite 325, Northbrook, IL 60062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cassandra Trading Group, Llc Chicago IL 02/2010 Present
  • 02/2010 → Present
    Cassandra Trading Group, Llc
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-30
  • S66 Uniform Combined State Law Examination
    2010-12-30

View on SEC IAPD

Nearby Firms

ALLSTATE FINANCIAL ADVISORS, LLC
RITHOLTZ WEALTH MANAGEMENT
SHARP CIRCLE CONSULTING, LLC

Nearby Investors

KEVIN J TAALMAN
BRIAN ADAM ROSEN
MATTHEW S MEYER

Nearby Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Northbrook, IL
RITHOLTZ WEALTH MANAGEMENT · Northbrook, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL

More in Northbrook, IL

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