Unclaimed Profile

Joshua Daniel Strauss

PEKIN HARDY STRAUSS, INC.·CHICAGO, Illinois

Series 7, Series 63CFA19 years registeredPEKIN HARDY STRAUSS, INC.

227 WEST MONROE STREET, CHICAGO, IL 60606CRD# 4860876Firm CRD# 107310

Profile Verification

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

Identity

Joshua Daniel Strauss · CHICAGO, IL

Registration

CRD #4860876 · PEKIN HARDY STRAUSS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

PEKIN HARDY STRAUSS, INC.

Nov 2006 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · November 27, 2006

Years registered · 19

Professional designation · CFA

Disclosure History

2015Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PEKIN HARDY STRAUSS, INC.

CRD 107310 · SEC 801-35684

AUM

$1.0B

Regulatory assets under management

Employees

1,773 client accounts

Services offered by PEKIN HARDY STRAUSS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at PEKIN HARDY STRAUSS, INC. →

Introduction

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Frequently Asked Questions

What services does Joshua Daniel Strauss offer?

Joshua Daniel Strauss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Joshua Daniel Strauss's credentials?

Joshua Daniel Strauss holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joshua Daniel Strauss located?

Joshua Daniel Strauss is based in CHICAGO, Illinois, working with PEKIN HARDY STRAUSS, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Joshua Daniel Strauss charge for services?

Joshua Daniel Strauss's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEKIN HARDY STRAUSS, INC.?

PEKIN HARDY STRAUSS, INC. has approximately 16 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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