Martha's Vineyard Investment Advisors, LLC
Martha's Vineyard Investment Advisors, LLC (CRD# 291599) is a financial advisory firm headquartered in West Tisbury, MA. They manage $173,996,379 in 282 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management174MILLION
-
Total Number of Accounts282ACCOUNTS
-
Average Account Value$617,008
- 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
James Anthony (CRD# 5029299) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 18 years of experience in the finance industry.
Ted Desrosiers (CRD# 1742184) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 35 years of experience in the finance industry.
Grant Joiner (CRD# 5287453) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 15 years of experience in the finance industry. Grant Joiner 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.
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.
Raymond Laporte (CRD# 2542883) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 28 years of experience in the finance industry.
Edward Murphy (CRD# 2770198) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 26 years of experience in the finance industry.
Bart Partington (CRD# 4419066) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 21 years of experience in the finance industry. Bart Partington 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.
Robert Mascali (CRD# 7536574) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has 1 year of experience in the finance industry.