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FSA WEALTH MANAGEMENT, LLC
FSA WEALTH MANAGEMENT, LLC
NEEDHAM, Massachusetts
·
2 registered advisors
·
CRD# 288525
SEC# 801-110991
0
(781) 455-1020
01
Firm Overview
AUM
$414M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at FSA WEALTH MANAGEMENT, LLC
2 registered advisors
Gavin Michael Morrissey
NEEDHAM, Massachusetts
CRD# 3220462
Simon John Heslop
NEEDHAM, Massachusetts
CFA
CRD# 2619297
05
Office Locations
NEEDHAM, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. FSA WEALTH MANAGEMENT, LLC (CRD# 288525) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.