Unclaimed Profile

Michael Doyle Joslin

JOSLIN CAPITAL ADVISORS LLC·REDMOND, Washington

SIE, Series 7, Series 63, Series 65PFSClean record27 years registeredJOSLIN CAPITAL ADVISORS LLC

11431 WILLOWS ROAD, REDMOND, WA 98052CRD# 1582395Firm CRD# 288285

Profile Verification

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

Identity

Michael Doyle Joslin · REDMOND, WA

Registration

CRD #1582395 · JOSLIN CAPITAL ADVISORS LLC · 27 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Jun 2024 – present

JOSLIN CAPITAL ADVISORS LLC

Aug 2017 – Oct 2024

REDMOND, WA

KMS FINANCIAL SERVICES, INC

Jul 1999 – Oct 2017

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 16, 1999

Years registered · 27

Professional designation · PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOSLIN CAPITAL ADVISORS LLC

CRD 288285 · SEC 801-110760

AUM

$450M

Regulatory assets under management

Employees

600 client accounts

Services offered by JOSLIN CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JOSLIN CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Michael Doyle Joslin offer?

Michael Doyle Joslin specializes in Financial Planning, Investment Management. Contact their office in REDMOND, Washington for a consultation.

What are Michael Doyle Joslin's credentials?

Michael Doyle Joslin holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Doyle Joslin located?

Michael Doyle Joslin is based in REDMOND, Washington, working with JOSLIN CAPITAL ADVISORS LLC. Their office serves clients in the REDMOND metropolitan area and surrounding communities.

How does Michael Doyle Joslin charge for services?

Michael Doyle Joslin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOSLIN CAPITAL ADVISORS LLC?

JOSLIN CAPITAL ADVISORS LLC has approximately 6 employees and manages $450M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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