Massey, Joshua

Massey, Joshua (CRD# 132336) is a financial advisory firm headquartered in , . They manage $102,546,135 in 182 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $563,440
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NY, TX, UT

Financial Advisors at Massey, Joshua
Showing 1 - 1 of 1 top financial advisors.
1
Joshua Massey, financial advisor Ipswich MA
Joshua A. Massey
CRD#: 2703154
Ipswich, MA

Joshua Massey (CRD# 2703154) is an Investment Advisor Representative working at Massey, Joshua in Ipswich, MA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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