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Joshua Alan Massey

MASSEY, JOSHUA·HAMILTON, Massachusetts
Unclaimed Profile
205 WILLOW ST, HAMILTON, MA 01982CRD# 2703154Firm CRD# 132336
01

About

Joshua Alan Massey is a registered financial advisor based in HAMILTON, Massachusetts, affiliated with MASSEY, JOSHUA. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MASSEY, JOSHUA
AUM
$67M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MASSEY, JOSHUA →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2703154
Firm CRD# 132336
No disclosures on file
View on FINRA BrokerCheck →

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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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Research
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