Joshua Graham has been an investment adviser representative at Westview Management since May 2025, and is not listed among the firm’s executive officers or direct owners. Joshua Graham holds an MBA from Queen's University.
Westview Management LLC is a Burlington, VT firm with $229M under management, 165 clients and 4 advisers in one office, as of its February 2026 filing.
Josh Graham is an investment adviser representative with Westview Investment Advisors, based in Burlington, Vermont. He began his career as an advisor with TD, then moved to Mackenzie Investments, where he partnered with investment managers to construct portfolios. After completing his MBA at Queen's University, he joined an investment bank in Toronto as an equity research associate, then a family office as a senior equity analyst.
- Westview Investment AdvisorsCurrent– present · 1 yearBurlington, VT · Adviser representative · Firm CRD 305655
Professional designations
Listed by Westview Management
- CFA
Investment adviser representative registrations
Joshua Graham is registered as an investment adviser representative in Vermont, since May 2025.
- VermontSince 14 May 2025
Examinations
No examinations are on Joshua Graham’s record.
- Full name
- Joshua Lawrence Graham
- CRD
- 8092631
- Firm
- Westview Management · CRD 305655
- Office
- 118 PINE ST., Burlington, VT 05401
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westviewinvest.com
Where does Joshua Graham work?
Joshua Graham is an investment adviser representative registered through Westview Management LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Graham a financial advisor?
Yes. Joshua Graham has a current investment-adviser registration in Vermont, through Westview Management since May 2025.
How many years of experience does Joshua Graham have?
Joshua Graham has 1 year in the financial industry, since May 2025, across 1 adviser firm.
Where is Joshua Graham based?
Joshua Graham’s registered office is in Burlington, VT.
Is Joshua Graham registered with FINRA?
No. Joshua Graham has no current broker registration.
Is Joshua Graham a CFA charterholder?
Westview Management lists Joshua Graham with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Joshua Graham’s record?
Search CRD 8092631 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Graham’s full registration record.
