JT
JT

Joshua Miller-Frankel Taylor

4 Years of Experience
Areas of Practice
Investment ManagementAlternative Investments
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
626 clients
Average Client Portfolio
$50K average
Assets Under Management
$31.1M

Fee Structure

Financial Planning:Investment management only
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Location

1 World Trade, 57th Floor, New York, NY, 10007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joshua is an employee of Masterworks, LLC, an alternative investment platform, since September 2023. He works as a Masterworks Platform Associate, performing defined administrative functions for a few hours per week.

Employment History
Current Registrations
Masterworks Advisers, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Arete Wealth Advisors, LLC
June 2022 - June 2023 · 1 yr
Arete Wealth Management, LLCBroker
June 2022 - February 2023 · 8 mos
AXA Advisors, LLCBroker
November 2017 - February 2018 · 3 mos
Oscar Gruss & Son IncorporatedBroker
March 2015 - December 2015 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2014 - December 2014 · 5 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.
Joshua Miller-frankel Taylor - Financial Advisor | TrueAdvisor