FSA WEALTH MANAGEMENT, LLC

CRD #288525 SEC #801-110991 NEEDHAM, MA (781) 455-1020

SEC Registered

Total AUM

$459.3M

Discretionary

$459.3M

Employees

Clients

Accounts

916

Firm Details

Organization Type: Limited Liability Company
State of Formation: Massachusetts
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 4, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	C	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	C	Control
HESLOP, SIMON, JOHN	I	MANAGING PARTNER AND PRESIDENT	C	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
MORRISSEY, GAVIN, MICHAEL	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
MORRIS, JAMES, MARC	I	MANAGING PARTNER	B	Control
MORRIS, JAMES, MARC	I	MANAGING PARTNER	B	Control
MORRIS, JAMES, MARC	I	MANAGING PARTNER	B	Control

Registrations

Federal

Mar 4, 2025 REGISTERED

Notice Filings (8)

CA FL MA ME NH NY RI TX

Address

144 GOULD STREET
SUITE 120
NEEDHAM, MA 02494
United States

Phone: (781) 455-1020