Ted Desrosiers, financial advisor West Tisbury MA

Ted Desrosiers

CRD Number: 1742184
Current Firm: Martha's Vineyard Investment Advisors, LLC

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.

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Company Name Location Dates Years
Martha's Vineyard Investment Advisors, LLC West Tisbury, MA Jan 2019 - Current 5
Lpl Financial, LLC West Tisbury, MA Mar 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Ted E. Desrosiers
Phone Number: (508) 693-8850
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    244
    MILLIONS
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $682,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

MA, MD, NH, TX

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