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Joshua Michael Wilson

PIN WEALTH, LLC·NORTH READING, Massachusetts
SIE, Series 7, Series 6611 years registeredPIN WEALTH, LLC
348 PARK STREET, NORTH READING, MA 01864CRD# 5522320Firm CRD# 316919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Michael Wilson · NORTH READING, MA
Registration
CRD #5522320 · PIN WEALTH, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

COMMONWEALTH FINANCIAL NETWORK
Jun 2024 – present
PIN WEALTH
Jan 2022 – Jul 2024
North Reading, MA
SECURITIES AMERICA ADVISORS, INC.
Dec 2017 – Jan 2022
NORTH READING, MA
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
May 2015 – Oct 2017
NORTH READING, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 15, 2015
Years registered · 11
03

Disclosure History

2023Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
PIN WEALTH, LLC
CRD 316919 · SEC 801-122713
AUM
$84M
Regulatory assets under management
Employees
2
491 client accounts
Services offered by PIN WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PIN WEALTH, LLC →
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05

Frequently Asked Questions

What services does Joshua Michael Wilson offer?
Joshua Michael Wilson specializes in Financial Planning, Investment Management. Contact their office in NORTH READING, Massachusetts for a consultation.
What are Joshua Michael Wilson's credentials?
Joshua Michael Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Michael Wilson located?
Joshua Michael Wilson is based in NORTH READING, Massachusetts, working with PIN WEALTH, LLC. Their office serves clients in the NORTH READING metropolitan area and surrounding communities.
How does Joshua Michael Wilson charge for services?
Joshua Michael Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PIN WEALTH, LLC?
PIN WEALTH, LLC has approximately 2 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PIN WEALTH, LLC

David Anderson Knechtle
NORTH READING, MA
Miranda Jean Lazzara
NORTH READING, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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