Seth Marsters (CRD# 5645098) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Woburn, MA and has over 14 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Stancorp Investment Advisers, Inc. | Woburn, MA | Jan 2015 - Current | 9 |
Stancorp Equities, Inc. | Woburn, MA | Jan 2015 - Current | 9 |
Manulife Asset Management (us)llc | Boston, MA | Dec 2012 - Jan 2015 | 2 |
John Hancock Distributors LLC | Boston, MA | Feb 2009 - Jan 2015 | 5 |
John Hancock | Boston, MA | Apr 2008 - Jan 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2009 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2010 |
- MA
-
Total Assets Under Management34,385MILLIONS
-
Total Number of Accounts126,310ACCOUNTS
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Average Account Value$272,229
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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