Unclaimed Profile

Joshua Gregory Rudoy

ARGYLE CAPITAL PARTNERS, LLC·LOS ANGELES, California

Series 7, Series 66Clean record21 years registeredARGYLE CAPITAL PARTNERS, LLC

1901 AVENUE OF THE STARS, LOS ANGELES, CA 90067CRD# 4811563Firm CRD# 162246

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Gregory Rudoy · LOS ANGELES, CA

Registration

CRD #4811563 · ARGYLE CAPITAL PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ARGYLE CAPITAL PARTNERS, LLC

Jul 2012 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jul 2012

LOS ANGELES, CA

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

TORRANCE, CA

MORGAN STANLEY

Feb 2007 – Apr 2007

TORRANCE, CA

UBS FINANCIAL SERVICES INC.

Sep 2004 – Mar 2007

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 2, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARGYLE CAPITAL PARTNERS, LLC

CRD 162246 · SEC 801-121915

AUM

$164M

Regulatory assets under management

Employees

422 client accounts

Services offered by ARGYLE CAPITAL PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ARGYLE CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua Gregory Rudoy offer?

Joshua Gregory Rudoy specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Joshua Gregory Rudoy's credentials?

Joshua Gregory Rudoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Gregory Rudoy located?

Joshua Gregory Rudoy is based in LOS ANGELES, California, working with ARGYLE CAPITAL PARTNERS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Joshua Gregory Rudoy charge for services?

Joshua Gregory Rudoy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARGYLE CAPITAL PARTNERS, LLC?

ARGYLE CAPITAL PARTNERS, LLC has approximately 3 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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