John Postizzi
John Postizzi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Westborough, MA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
69 Milk Street, Suite 108, Westborough, MA, 01581
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is an owner and financial advisor at Wheelhouse Wealth Advisors since 2019. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Dw INC.Broker
State Registrations21 states
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