JOSEPH G SUITER, financial advisor Fitchburg MA

JOSEPH G SUITER

CRD Number: 1334397
Current Firm: Investment Management Trust, LLC

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Professional Designations
Company Name Location Dates Years
Kenneth P. Posco, Cpa Fitchburg, MA Feb 1979 - Current 45
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for JOSEPH G SUITER
Phone Number: 978-343-3344
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    91
    MILLIONS
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $440,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

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