MASSEY, JOSHUA
CRD #132336 SEC #801-69817 HAMILTON, MA 978-468-2579
SEC Registered
Total AUM
$66.8M
Discretionary
$66.8M
Employees
1
Clients
1
Accounts
252
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MASSEY, JOSHUA, ALAN | I | SOLE PROPRIETOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| MASSEY, JOSHUA, ALAN | I | SOLE PROPRIETOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| MASSEY, JOSHUA, ALAN | I | SOLE PROPRIETOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| MASSEY, JOSHUA, ALAN | I | SOLE PROPRIETOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| MASSEY, JOSHUA, ALAN | I | SOLE PROPRIETOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| MASSEY, JOSHUA, ALAN | I | SOLE PROPRIETOR AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 22, 2012 REGISTERED
Notice Filings (5)
CA MA NJ NY TX
Address
205 WILLOW STHAMILTON, MA 01982
United States
Phone: 978-468-2579