Joycepayne Partners, P.c.

Joycepayne Partners, P.c. (CRD# 107664) is a financial advisory firm headquartered in Richmond, VA. They manage $595,917,238 in 1,847 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    596
    MILLION
  • Total Number of Accounts
    1,847
    ACCOUNTS
  • Average Account Value
    $322,641
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, NC, NJ, PA, SC, TX, VA, WV

Financial Advisors at Joycepayne Partners, P.c.
Showing 1 - 6 of 6 top financial advisors.
1
Marilee A. Falco
CRD#: 3009182
9030 Stony Point Parkway, Suite 100, Richmond, VA 23235
96
Wealthminder
score

Marilee Falco (CRD# 3009182) is an Investment Advisor Representative working at Joycepayne Partners, P.c. in Richmond, VA and has over 18 years of experience in the finance industry. Marilee Falco 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.

2
Thomas M. Gates
CRD#: 3147684
9030 Stony Point Parkway, Suite 100, Richmond, VA 23235
96
Wealthminder
score

Thomas Gates (CRD# 3147684) is an Investment Advisor Representative working at Joycepayne Partners, P.c. in Richmond, VA and has over 17 years of experience in the finance industry. Thomas Gates 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.

3
Michael Joyce
CRD#: 1047470
9030 Stony Point Parkway, Ste 100, Richmond, VA 23235
96
Wealthminder
score

Michael Joyce (CRD# 1047470) is an Investment Advisor Representative working at Joycepayne Partners, P.c. in Richmond, VA and has over 25 years of experience in the finance industry. Michael Joyce 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.

4
Michael J. Moloney
CRD#: 4411630
74 West Broad Street, Suite 320, Bethlehem, PA 18018
96
Wealthminder
score

Michael Moloney (CRD# 4411630) is an Investment Advisor Representative working at Joycepayne Partners, P.c. in Bethlehem, PA and has over 12 years of experience in the finance industry. Michael Moloney 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.

5
Jeffrey G. Mussatt
CRD#: 4341690
9030 Stony Point Parkway, Suite 100, Richmond, VA 23235
96
Wealthminder
score

Jeffrey Mussatt (CRD# 4341690) is an Investment Advisor Representative working at Joycepayne Partners, P.c. in Richmond, VA and has over 15 years of experience in the finance industry. Jeffrey Mussatt 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.

6
Jamie L. Malone
CRD#: 5823046
9030 Stony Point Parkway, Suite 100, Richmond, VA 23235
90
Wealthminder
score

Jamie Malone (CRD# 5823046) is an Investment Advisor Representative working at Joycepayne Partners, P.c. in Richmond, VA and has 1 year of experience in the finance industry. Jamie Malone 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.

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