JB
JB

Joseph Eugene Bartnicki

30 Years of Experience
Broker
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
303 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$715.2M

Fee Structure

Financial Planning:Investment management only
Annual Retainer:From $10,000/year
Hourly Rate:$250 - $750/hr
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Location

101 Huntington Ave, Suite 401, Boston, MA, 02199

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph is an investment adviser representative of MMA Asset Management LLC since 2009, dedicating minimal time. He also works for Marsh & McLennan Agency LLC, spending nearly all of his time supporting their health & benefits services.

Employment History
Current Registrations
Mma Asset Management LLC
June 2020 - Present · 5 yrs 8 mos
Mma Securities LLCBroker
January 2020 - Present · 6 yrs 1 mo
Mma Securities LLC
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2014 - January 2020 · 5 yrs 1 mo
The Centurion Group, LLC
January 2011 - December 2019 · 8 yrs 11 mos
LPL Financial LLCBroker
November 2010 - November 2014 · 4 yrs
Nrp Advisors, INC.
January 2010 - December 2010 · 11 mos
Nrp Financial, INC.Broker
August 2007 - November 2010 · 3 yrs 3 mos
NFP Securities, INC.Broker
January 2007 - August 2007 · 7 mos
Gbs Retirement Services, INC.Broker
February 2005 - December 2006 · 1 yr 10 mos
Wachovia Securities, LLCBroker
July 2003 - January 2005 · 1 yr 6 mos
Prudential Securities IncorporatedBroker
January 2002 - July 2003 · 1 yr 6 mos
Futureshare Financial LLCBroker
September 2001 - December 2001 · 3 mos
Prudential Investment Management Services LLCBroker
January 1997 - September 2000 · 3 yrs 8 mos
Prudential Retirement Services, INC.Broker
July 1994 - January 1997 · 2 yrs 6 mos
State Registrations3 states
LANJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.