Joshua Kaufman
Investment Adviser Representative at Riskbridge Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Kaufman is an investment adviser representative with Riskbridge Advisors, LLC in Sandy Hook, CT, where they have been registered since 2021, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Connecticut.
Registrations & licenses
- Investment adviser:
- Connecticut
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- McLoganMay 2017 – Aug 2017Stamford, CT
- Pace UniversitySep 2014 – May 2018New York, NY
- Fieldpoint Private Securities, LLCJun 2018 – Aug 2020Greenwich, CT
- RiskBridge Advisors, LLCAug 2020 – no end date reportedNew Canaan, CT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Riskbridge Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $10,000,000 (waivable)
- Private Wealth - Separate Account $10M+0.65%
- Private Wealth - Separate Account under $10M2.00%
- Cash Management / Performance Reporting0.10%
- OCIO - Discretionary0.10%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Institutional advisory (governance solutions and objective investment advice), OCIO solutions (fiduciary outsourced CIO with risk-aware portfolio construction, manager selection, and board education), and private wealth management (centralized financial planning and long-term financial goal achievement for individuals and families).
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Norwalk, CT
- SEC file number:
- 801-119715
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at Riskbridge Advisors, LLC
7 other advisors in the directory
Similar advisors in Sandy Hook, CT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Kaufman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched