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 $244,273,355 in 358 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    244
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $682,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, MD, NH, TX

Financial Advisors at Martha's Vineyard Investment Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
James M. Anthony
CRD#: 5029299
496 State Rd, West Tisbury, MA 02575

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.

2
Ted E. Desrosiers
CRD#: 1742184
496 State Rd, West Tisbury, MA 02575

Ted Desrosiers (CRD# 1742184) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 36 years of experience in the finance industry.

3
Grant A. Joiner
CRD#: 5287453
496 State Rd, West Tisbury, MA 02575

Grant Joiner (CRD# 5287453) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 16 years of experience in the finance industry.

4
Thomas M. Juster
CRD#: 6005882
496 State Rd, West Tisbury, MA 02575

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.

5
Raymond P. Laporte
CRD#: 2542883
496 State Rd, West Tisbury, MA 02575

Raymond Laporte (CRD# 2542883) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 29 years of experience in the finance industry.

6
Edward J. Murphy
CRD#: 2770198
496 State Rd, West Tisbury, MA 02575

Edward Murphy (CRD# 2770198) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 27 years of experience in the finance industry.

7
Bart J. Partington
CRD#: 4419066
496 State Rd, West Tisbury, MA 02575

Bart Partington (CRD# 4419066) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 22 years of experience in the finance industry.

8
Robert P. Mascali
CRD#: 7536574
496 State Rd, West Tisbury, MA 02575

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.

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