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JM
CFP
JM
CFP

John Muse

Charlesbridge Advisors
29 Years of Experience
Dedham, MA
View SEC Summary
View SEC Summary

John Muse is a CFP-designated registered investment advisor at Charlesbridge Advisors, based in Dedham, MA, with 29 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales.

Charlesbridge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$108.5M

Location

888 Washington Street, Dedham, MA, 02026

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Charlesbridge Advisors
June 2026 - Present · 4 mos
Previous Registrations
Minot Wealth Management LLC
August 2020 - September 2022 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
March 2018 - June 2020 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - February 2018 · 13 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2001 - February 2018 · 16 yrs 7 mos
William Blair & Company L.L.C.Broker
November 1997 - September 1998 · 10 mos
National Financial Services CorporationBroker
June 1997 - October 1997 · 4 mos
John Hancock Funds, INC.Broker
May 1996 - May 1997 · 1 yr
Lehman Government Securities INC.Broker
February 1990 - October 1995 · 5 yrs 8 mos
Lehman Brothers INC.Broker
February 1990 - September 1994 · 4 yrs 7 mos
Lehman Special Securities INC.Broker
February 1990 - July 1994 · 4 yrs 5 mos
Bear, Stearns & CO. INC.Broker
June 1987 - April 1988 · 10 mos
State Registrations1 state
MA
Advisor

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Exams
No exam information available for this advisor.
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