Unclaimed Profile

Gavin Michael Morrissey

FSA WEALTH MANAGEMENT, LLC·NEEDHAM, Massachusetts

SIE, Series 4, Series 7, Series 24, Series 53, Series 55, Series 63, Series 65Clean record19 years registeredFSA WEALTH MANAGEMENT, LLC

144 GOULD STREET, NEEDHAM, MA 02494CRD# 3220462Firm CRD# 288525

Profile Verification

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

Identity

Gavin Michael Morrissey · NEEDHAM, MA

Registration

CRD #3220462 · FSA WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Dec 2025 – present

FSA WEALTH MANAGEMENT, LLC

Aug 2017 – Dec 2025

NEEDHAM, MA

COMMONWEALTH FINANCIAL NETWORK

Mar 2007 – Aug 2019

Needham, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 55

Series 63

Series 65

Registration record

First registered · March 30, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FSA WEALTH MANAGEMENT, LLC

CRD 288525 · SEC 801-110991

AUM

$414M

Regulatory assets under management

Employees

905 client accounts

Services offered by FSA WEALTH MANAGEMENT, LLC

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 FSA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gavin Michael Morrissey offer?

Gavin Michael Morrissey specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEEDHAM, Massachusetts for a consultation.

What are Gavin Michael Morrissey's credentials?

Gavin Michael Morrissey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gavin Michael Morrissey located?

Gavin Michael Morrissey is based in NEEDHAM, Massachusetts, working with FSA WEALTH MANAGEMENT, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.

How does Gavin Michael Morrissey charge for services?

Gavin Michael Morrissey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FSA WEALTH MANAGEMENT, LLC?

FSA WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $414M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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