MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD #291599 SEC #801-112370 WEST TISBURY, MA (508) 693-8850
SEC Registered
Total AUM
$280.7M
Discretionary
$280.7M
Employees
6
Clients
0
Accounts
431
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANTHONY, JAMES, MCDONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, JAMES, MCDONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, JAMES, MCDONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, JAMES, MCDONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Carroll, Carol, Hofmann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, MARY, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, MARY, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, MARY, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, MARY, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, MARY, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, MARY, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, MARY, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, MARY, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, MARY, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRIFFITHS, MARY, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURPHY, EDWARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURPHY, EDWARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURPHY, EDWARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURPHY, EDWARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURPHY, EDWARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURPHY, EDWARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURPHY, EDWARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURPHY, EDWARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURPHY, EDWARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURPHY, EDWARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURPHY, EDWARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MARTHA'S VINEYARD BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD SAVINGS BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD SAVINGS BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD SAVINGS BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD SAVINGS BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD SAVINGS BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD SAVINGS BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD SAVINGS BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD SAVINGS BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD SAVINGS BANK | DE | MANAGING MEMBER | E | Control |
| MARTHA'S VINEYARD SAVINGS BANK | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (4)
MA MD NH TX
Address
496 STATE RDWEST TISBURY, MA 02575
United States
Phone: (508) 693-8850