Simon Heslop (CRD# 2619297) is an Investment Advisor Representative working at Fsa Wealth Management, LLC in Needham, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Strategy Associates, Inc. | Needham, MA | Sep 2014 - Current | 9 |
| Commonwealth Financial Network | Waltham, MA | Sep 2014 - Current | 9 |
| Commonwealth Financial Network | Waltham, MA | Aug 2006 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
- MA
-
Total Assets Under Management414MILLIONS
-
Total Number of Accounts905ACCOUNTS
-
Average Account Value$457,687
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, MA, NH, NY, RI, TX
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