Fsa Wealth Management, LLC

Fsa Wealth Management, LLC (CRD# 288525) is a financial advisory firm headquartered in Needham, MA. They manage $414,206,728 in 905 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    414
    MILLION
  • Total Number of Accounts
    905
    ACCOUNTS
  • Average Account Value
    $457,687
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, NY, RI, TX

Financial Advisors at Fsa Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Simon J. Heslop
CRD#: 2619297
144 Gould Street, Suite 120, Needham, MA 02494

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.

2
Gavin M. Morrissey
CRD#: 3220462
144 Gould Street, Suite 120, Needham, MA 02494

Gavin Morrissey (CRD# 3220462) is an Investment Advisor Representative working at Fsa Wealth Management, LLC in Needham, MA and has over 24 years of experience in the finance industry.

3
Meagan H. Rogers
CRD#: 5882691
144 Gould Street, Suite 120, Needham, MA 02494

Meagan Rogers (CRD# 5882691) is an Investment Advisor Representative working at Fsa Wealth Management, LLC in Needham, MA and has 1 year of experience in the finance industry.

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