Joseph Haberman is a registered investment advisor at Marin Bay Wealth Advisors, LLC, based in Sausalito, CA, with 26 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 133 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marin Bay Wealth Advisors offers investment management through a wrap fee program. More information on the fees can be found in the Wrap Fee Program Brochure.
Location
1 Harbor Dr. Suite 300, Sausalito, CA, 94965
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Regulatory History
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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Joseph is the head basketball coach at Cunha Intermediate School since 2019. This takes a few hours per week and does not occur during trading hours.
Employment History
Current Registrations
Marin Bay Wealth Advisors, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Vision Investment Services, INC.Broker
Northern Trust Securities, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Robertson Stephens, INC.
Robertson Stephens, INC.Broker
State Registrations2 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.