Advisor at Joselit Asset Management
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Firm
Joselit Asset Management
Location
Northbrook, IL 60062
Credentials
Series 66
Industry experience
15 years
Bradley Joselit is a financial advisor at Joselit Asset Management with 15 years of industry experience. He holds the Series 66 designation and has worked at Cassandra Trading Group, LLC since 2010. Joselit Asset Management provides portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $67 million for 22 clients through a two-advisor team, focusing on individualized portfolio management and maintaining a limited client roster to support more frequent advisor contact.
1363 Shermer Road, Suite 325
Northbrook, IL 60062
Arizona · Illinois
Cassandra Trading Group, LLC
2010 - Present (16 years)
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Insurance agent
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