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).
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Total Assets Under Management414MILLION
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Total Number of Accounts905ACCOUNTS
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Average Account Value$457,687
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, MA, NH, NY, RI, TX
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.
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.
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.