Unclaimed Profile

Mark Thomas Massey

ALTAROCK PARTNERS, LLC·BEVERLY, Massachusetts

Clean recordALTAROCK PARTNERS, LLC

100 CUMMINGS CENTER STE 435P, BEVERLY, MA 01915CRD# 6035921Firm CRD# 161005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Thomas Massey · BEVERLY, MA

Registration

CRD #6035921 · ALTAROCK PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Thomas Massey is a registered financial advisor based in BEVERLY, Massachusetts, affiliated with ALTAROCK PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ALTAROCK PARTNERS LP

AUM

$4.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALTAROCK PARTNERS LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6035921

Firm CRD# 161005

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Thomas Massey offer?

Mark Thomas Massey specializes in Retirement Planning. Contact their office in BEVERLY, Massachusetts for a consultation.

What are Mark Thomas Massey's credentials?

Mark Thomas Massey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Thomas Massey located?

Mark Thomas Massey is based in BEVERLY, Massachusetts, working with ALTAROCK PARTNERS, LLC. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.

How does Mark Thomas Massey charge for services?

Mark Thomas Massey's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTAROCK PARTNERS, LLC?

ALTAROCK PARTNERS, LLC has approximately 8 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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