Advisor at Joselit Asset Management
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Firm
Joselit Asset Management
Location
Phoenix, AZ 85014
Credentials
Series 63, Series 65
Industry experience
11 years
Randall Joselit is a financial advisor at Joselit Asset Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New York Life Insurance Company and Nylife Securities since 2006. Joselit also operates a CPA firm, Randall S. Joselit CPA, PC, providing traditional financial and tax services. Outside of advising, he is involved in managing a small bed and breakfast in Prescott, Arizona. Joselit Asset Management provides portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $67 million for 22 clients, focusing on individualized portfolio management and maintaining a small client roster to allow for frequent advisor contact.
1430 E. Missouri Ave
Phoenix, AZ 85014
Arizona
Nylife Securities
2006 - Present (20 years)
New York Life Insurance co
2006 - Present (20 years)
Randall S. Joselit CPA, PC
1989 - Present (37 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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