Martha's Vineyard Investment Advisors, LLC
Martha's Vineyard Investment Advisors, LLC (CRD# 291599) is a financial advisory firm headquartered in West Tisbury, MA. They manage $244,273,355 in 358 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management244MILLION
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Total Number of Accounts358ACCOUNTS
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Average Account Value$682,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MA, MD, NH, TX
James Anthony (CRD# 5029299) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 18 years of experience in the finance industry.
Ted Desrosiers (CRD# 1742184) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 36 years of experience in the finance industry.
Grant Joiner (CRD# 5287453) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 16 years of experience in the finance industry.
Thomas Juster (CRD# 6005882) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 11 years of experience in the finance industry.
Raymond Laporte (CRD# 2542883) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 29 years of experience in the finance industry.
Edward Murphy (CRD# 2770198) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 27 years of experience in the finance industry.
Bart Partington (CRD# 4419066) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 22 years of experience in the finance industry.
Leslie Guzman (CRD# 7601472) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has 1 year of experience in the finance industry.
Robert Mascali (CRD# 7536574) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has 1 year of experience in the finance industry.