Josh Reich joined E*TRADE Advisor Services in 2020 as the Regional Sales Director for the
Northeast region. He supports and consults with independent financial adviors to help them
grow, increase efficiencies, and build scalable business models. Mr. Reich provides guidance on
financial technology for registered investment advisors, breakaway advisors, and independent
As an industry veteran, Mr. Reich previously served as Vice President of National Sales and
Advisor Recruitment at TradePMR. He also worked for TD Ameritrade Institutional, where he
focused on serving the needs of RIAs throughout the Northeast.
Mr. Reich earned his MBA from Pace University, Lubin School of Business, and holds the CFP® designation.