Joshua Steven Gelber

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 02/2019
  Pnc Investments
  Leonia, NJ
• 02/2019 → 06/2025
  City National Bank
  New York, NY
• 06/2025 → Present
  Truist Investment Services, Inc
  New York, NY
• 06/2025 → Present
  Truist Advsiory Services, Inc
  New York, NY

Previous Registrations

• 2019-02-21 → 2025-07-11
  Rbc Securities, Inc
  New York, NY
  Westfield, NJ
• 2013-11-25 → 2019-02-21
  Pnc Wealth Management Llc
  Leonia, NJ
  Tenafly, NJ
  Tenafly, NJ
  New York, NY
  New York, NY
  New York, NY
  Englewood, NJ
  Englewood Cliffs, NJ
  Tenafly, NJ
• 2012-08-27 → 2013-11-29
  Rbc Capital Markets, Llc
  Mount Laurel, NJ
• 2012-02-14 → 2012-08-28
  Wells Fargo Advisors Financial Network, Llc
  Voorhees, NJ

Exams

• S66 Uniform Combined State Law Examination
  2012-02-13

Designations

• Certified Financial Planner

Other Names

• Josh Gelber
• Josh Gelber
• Josh Steven Gelber
• Joshua Steven Gelber
• Joshua Steven Gelber