Adviser and broker representative · Federated Securities Corp.
Joshua N. Wertkin
CRD 6974193 · Pittsburgh, PA
At a glance
Joshua N. Wertkin is an investment adviser representative with Federated Securities Corp. in Pittsburgh, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joshua’s SEC record dates to 2022, about 4 years ago. Joshua is also registered as a broker representative.
Current advisory firms
- Federated Securities Corp.Since February 2022Pittsburgh, PA · $0M in regulatory assets
- Federated Investment CounselingSince February 2022Pittsburgh, PA · $207B in regulatory assets
- Federated Global Investment Management Corp.Since March 2022New York, NY · $14B in regulatory assets
- Mdt Advisers, A Division Of Federated Mdta LLCSince March 2022Boston, MA · $26B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 5 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joshua’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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