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Joshua Standeven

Chief Compliance Officer at Selective Wealth Management in Forest, VA

Investment adviser registrationUpdated

Joshua Standeven is Chief Compliance Officer of Selective Wealth Management, Inc., an investment adviser managing $455M, and works from its Forest, VA office. Joshua Standeven has been registered as an investment adviser representative through Selective Wealth Management since 20 February 2013, has 13 years in the industry across 1 firm and has passed the Series 65.

13
Years in industry
13
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Joshua Standeven has been Chief Compliance Officer of Selective Wealth Management since February 2013, is a control person of the firm and directly owns under 5% of it.

Selective Wealth Management, Inc. is a Forest, VA firm with $455M under management, 697 clients and 8 advisers across 7 offices, as of its May 2026 filing.

  1. – present · 13 years
    Forest, VA · Adviser representative · Firm CRD 164882

Credentials and registrations

Investment adviser representative registrations

Joshua Standeven is registered as an investment adviser representative in 2 states. The first approvals date from February 2013; the most recent is Texas, in February 2016.

  • TexasSince 8 February 2016
  • VirginiaSince 20 February 2013

Examinations

Series 6511 February 2013
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Joshua Ryan Standeven
CRD
6163943
Firm
Selective Wealth Management · CRD 164882
Role
Chief Compliance Officer
Office
1149 VISTA PARK DRIVE, UNIT D, Forest, VA 24551
Registration
Investment adviser registration
In the industry since
February 2013
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Joshua Standeven work?

Joshua Standeven has been Chief Compliance Officer of Selective Wealth Management, Inc. since February 2013, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 15 May 2026

Is Joshua Standeven a financial advisor?

Yes. Joshua Standeven has a current investment-adviser registration in Texas and Virginia, through Selective Wealth Management since February 2013.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Joshua Standeven have?

Joshua Standeven has 13 years in the financial industry, since February 2013, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Joshua Standeven passed?

Joshua Standeven passed the Series 65 in February 2013.

Source: IAPD individual record, checked 22 October 2026

Where is Joshua Standeven based?

Joshua Standeven’s registered office is in Forest, VA.

Source: IAPD individual record, checked 22 October 2026

Is Joshua Standeven registered with FINRA?

No. Joshua Standeven has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Joshua Standeven’s record?

Search CRD 6163943 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Standeven’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Selective Wealth Management

Sources

  1. IAPD individual record, CRD 6163943, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Selective Wealth Management, Inc., filed 15 May 2026. Title, control and ownership bands.