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Joshua Alan Massey

MASSEY, JOSHUA·HAMILTON, Massachusetts
Series 2, Series 65Clean record21 years registeredMASSEY, JOSHUA
205 WILLOW ST, HAMILTON, MA 01982CRD# 2703154Firm CRD# 132336

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Alan Massey · HAMILTON, MA
Registration
CRD #2703154 · MASSEY, JOSHUA · 21 years registered
Brand Profile
Not yet started
01

Career History

MASSEY, JOSHUA
Jan 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · January 11, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MASSEY, JOSHUA
CRD 132336 · SEC 801-69817
AUM
$67M
Regulatory assets under management
Employees
1
252 client accounts
Services offered by MASSEY, JOSHUA
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MASSEY, JOSHUA →
Introduction

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05

Frequently Asked Questions

What services does Joshua Alan Massey offer?
Joshua Alan Massey specializes in Financial Planning, Investment Management. Contact their office in HAMILTON, Massachusetts for a consultation.
What are Joshua Alan Massey's credentials?
Joshua Alan Massey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Alan Massey located?
Joshua Alan Massey is based in HAMILTON, Massachusetts, working with MASSEY, JOSHUA. Their office serves clients in the HAMILTON metropolitan area and surrounding communities.
How does Joshua Alan Massey charge for services?
Joshua Alan Massey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASSEY, JOSHUA?
MASSEY, JOSHUA has approximately 1 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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