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Joshua Nathaniel Sanchez

Aegis Capital Corp.

Rolling Hills Estates, CA

CRD 8078711

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Employer firm

Aegis Capital Corp. CRD 15007

$1.78B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Aegis Capital Corp.

1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2025-04-22
  • CA RA
    APPROVED_RES
    Since 2025-04-22

Branch Locations

28441 Highridge Rd Suite #102, Rolling Hills Estates, CA 90274 • 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
Unlimited Management Long Beach CA 03/2016 Present
Aegis Capital Corp Rolling Hills Estate CA 04/2025 Present
  • 03/2016 → Present
    Unlimited Management
    Long Beach, CA
  • 04/2025 → Present
    Aegis Capital Corp
    Rolling Hills Estate, CA

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

MARK ANTHONY BOUJIKIAN
MICHELLE NUTTMAN
JOHN ANDRAOS

Nearby Offices

KEYMARK FINANCIAL · ROLLING HILLS ESTATES, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROLLING HILLS ESTATES, CA
WELLS FARGO CLEARING SERVICES, LLC · ROLLING HILLS ESTATES, CA

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