George Massey (CRD# 5820572) is an Investment Advisor Representative working at Ellisville Harbour Partners in Cambridge, MA and has over 2 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ellisville Harbour Partners LLC | Cambridge, MA | Dec 2020 - Current | 3 |
| Far West Consulting | Cambridge, MA | Mar 2013 - Current | 11 |
| Mozaic Capital Advisors | Boston, MA | May 2019 - Aug 2019 | < 1 |
| Aag Energy | Shun Tak Centre, | Jun 2016 - Apr 2018 | 1 |
| Kirkwood & Company LLC | Beijing, | Sep 2013 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- MA
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$1,540,511
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
MA
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