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. Thomas Juster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 2154550
Barry Investment Advisors, LLC
CRD# 1915639
Sage Wealth Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Martha's Vineyard Investment Advisors, LLC | West Tisbury, MA | Apr 2019 - Current | 5 |
Slate LLC | Edgartown, MA | Aug 2016 - Current | 7 |
Pathstone Federal Street | Boston, MA | Jan 2016 - Aug 2016 | < 1 |
Federal Street Advisors | Boston, MA | Feb 2015 - Dec 2015 | < 1 |
Unemployed | Boston, MA | Oct 2014 - Feb 2015 | < 1 |
Hynes Himmelreich Glennon & Company, LLC | Darien, CT | Jan 2008 - Oct 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
- MA
- TX
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Total Assets Under Management244MILLIONS
-
Total Number of Accounts358ACCOUNTS
-
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
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