JM
JM

Joseph P. Marsden

33 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,119 clients
Average Client Portfolio
$442K average
Assets Under Management
$494.4M

Fee Structure

Minimum Annual Fee:$200
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Location

847 Washington Street, Holliston, MA, 01746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph works as an attorney at Marsden Law PC, dedicating about 10-20% of his time. He also owns his office building through 847 Washington St LLC, spending minimal time on this. Joseph is also the owner of Solares Hill Advisors, spending about 10-20% of his time on this, with a few hours per week during market hours.

Employment History
Current Registrations
Stonex Securities INC.Broker
November 2024 - Present · 1 yr 3 mos
Trust Advisory Group LTD
April 2009 - Present · 16 yrs 10 mos
Previous Registrations
Ages Financial Services, LTD.Broker
April 2009 - September 2024 · 15 yrs 5 mos
Fidelity Personal Trust Company, Fsb
April 2001 - March 2007 · 5 yrs 11 mos
Strategic Advisers, INC.
May 1994 - April 2009 · 14 yrs 11 mos
Fidelity Brokerage Services LLCBroker
March 1992 - September 2007 · 15 yrs 6 mos
State Registrations5 states
FLMANHNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Joseph P. Marsden - Financial Advisor | TrueAdvisor