Joseph Marsden is a registered investment advisor, based in Holliston, MA, with 34 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold.
Location
847 Washington Street, Holliston, MA, 01746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Trust Advisory Group LTD
Previous Registrations
Ages Financial Services, LTD.Broker
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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