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Joshua Walker Alpert

Investment Adviser Representative at VOYA Financial Advisors, Inc.

Boston, MACRD #8035440Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joshua Walker Alpert is an investment adviser representative with VOYA Financial Advisors, Inc. in Boston, MA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Fidelity Brokerage Services LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts, New York, and Texas.

Office

121 Seaport Boulevard, 11th Floor
Boston, MA 02210

Advisors at this office: 151

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts, New York, Texas
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/20/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 4/24/2025
Series 7
General Securities Representative Examination
Passed 4/14/2025
SIE
Securities Industry Essentials Examination
Passed 2/28/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

VOYA Financial Advisors, Inc.Current
2/25/2026 – Boston, MA
Fidelity Brokerage Services LLC
4/14/2025 – 12/17/2025Smithfield, RI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Needham HIGH School
    Aug 2017 – Jun 2018Needham, MA
  2. University OF Massachusetts Amherst
    Aug 2023 – Jun 2024Amherst, MA
  3. University OF Maryland
    Aug 2020 – May 2021College Park, MA
  4. Needham HIGH School
    Mar 2020 – Jun 2020Needham, MA
  5. THE CAPE CLUB
    Jun 2018 – Aug 2018Falmouth, MA
  6. Boston Sports CLUB
    Dec 2019 – Mar 2020Wellesley, MA
  7. Contentmx
    May 2021 – Aug 2021Newton, MA
  8. Universitat Autonoma DE Barcelona
    Dec 2022 – Apr 2023Barcelona
  9. University OF Massachusetts Amherst
    Aug 2021 – Jun 2022Amherst, MA
  10. Sacconnesset GOLF CLUB
    Jun 2017 – Aug 2017Falmouth, MA
  11. Needham Parks AND Recreation
    Jun 2020 – Aug 2020Needham, MA
  12. TJX Companies
    Jun 2022 – Aug 2022Marlborough, MA
  13. Unemployed
    Nov 2024 – Jan 2025Natick, MA
  14. University OF Massachusetts Amherst
    Aug 2022 – Dec 2022Amherst, MA
  15. PGA TOUR Superstore
    Jun 2024 – Nov 2024Natick, MA
  16. Unemployed
    Apr 2023 – Jun 2023Natick, MA
  17. Fidelity Investments
    Jun 2023 – Aug 2023Boston, MA
  18. Needham HIGH School
    Aug 2018 – Dec 2019Needham, MA
  19. Fidelity Investments
    Jan 2025 – Dec 2025Smithfield, RI
  20. Needham HIGH School
    Aug 2016 – Jun 2017Needham, MA
  21. Needham Parks AND Recreation
    Jun 2021 – Aug 2021Needham, MA
  22. Voya Financial Advisors
    Jan 2026 – no end date reportedBoston, MA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About VOYA Financial Advisors, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
725
Offices listed on AdvisorFinder:
26
Main office:
Windsor, CT
SEC file number:
801-46585

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 16, 2026

View full firm profile

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About this profile

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 Walker Alpert 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.

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Joshua Walker Alpert (VOYA Financial Advisors)