Joshua Abraham Elkin

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2013 → 01/2019
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 09/2013 → 06/2018
  Molloy College
  Rockville Centre, NY
• 01/2019 → 09/2024
  American Portfolios
  Holbrook, NY
• 09/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-01-31 → 2024-09-10
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2018; APX NUMBER OF HOURS PER WEEK: None; APX NUMBER OF HOURS DURING TRADING HOURS: none; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: NORTH RIDGE WEALTH PLANNING; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES DBA; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-03-26
• S66 Uniform Combined State Law Examination
  2017-01-28