AdvisorOS Directory
Claim Profile
Unclaimed Profile
JA

Joshua Barron Angell

POINCIANA ADVISORS GROUP, LLC·PALM BEACH GARDENS, Florida
Series 65Clean record16 years registeredPOINCIANA ADVISORS GROUP, LLC
3300 PGA BOULEVARD, PALM BEACH GARDENS, FL 33410CRD# 5754377Firm CRD# 137423

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Barron Angell · PALM BEACH GARDENS, FL
Registration
CRD #5754377 · POINCIANA ADVISORS GROUP, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

POINCIANA ADVISORS GROUP, LLC
May 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 5, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
POINCIANA ADVISORS GROUP, LLC
CRD 137423 · SEC 801-118568
AUM
$210M
Regulatory assets under management
Employees
4
200 client accounts
Services offered by POINCIANA ADVISORS GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at POINCIANA ADVISORS GROUP, LLC →
Introduction

Speak with Joshua

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joshua is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PALM BEACH GARDENS?

Browse all registered financial advisors in PALM BEACH GARDENS, Florida or claim this profile if it's yours.

Browse PALM BEACH GARDENS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joshua Barron Angell offer?
Joshua Barron Angell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Joshua Barron Angell's credentials?
Joshua Barron Angell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Barron Angell located?
Joshua Barron Angell is based in PALM BEACH GARDENS, Florida, working with POINCIANA ADVISORS GROUP, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Joshua Barron Angell charge for services?
Joshua Barron Angell's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POINCIANA ADVISORS GROUP, LLC?
POINCIANA ADVISORS GROUP, LLC has approximately 4 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at POINCIANA ADVISORS GROUP, LLC

Karyl Holmes Neal
PALM BEACH GARDENS, FL
Matthew Scott Stohlman
PALM BEACH GARDENS, FL

More Advisors in PALM BEACH GARDENS, Florida

Enoch Carter Morris
ATTICUS WEALTH MANAGEMENT, LLC·PALM BEACH GARDENS, FL
Peter Francis Mawn
DAKOTA WEALTH, LLC·PALM BEACH GARDENS, FL
Gary Berlin Caplinger
CAPLINGER GARY BERLIN·PALM BEACH GARDENS, FL
Anna Chechersky Arena
LEGEND ADVISORY, LLC·PALM BEACH GARDENS, FL
Glenn Thomas Ferris
LEGEND ADVISORY CORP·PALM BEACH GARDENS, FL
Brenda Lourene Hood
DAKOTA WEALTH, LLC·PALM BEACH GARDENS, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)ORLANDO (97)JACKSONVILLE (95)FORT LAUDERDALE (95)ST. PETERSBURG (57)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile