Max
Isaacman
Fiscal Wisdom Wealth Management LLC
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About this Advisor
Max Isaacman is a financial advisor based in Canton, Connecticut, working with Fiscal Wisdom Wealth Management LLC. Max has previously held positions at Portsmouth Financial, Bank Of America / Merrill Lynch, Scottrade, Inc, Portsmouth Financial Services, Inc, Smartlife Financial Group, LLC, Fidelity Investments, and Portsmouth-Smartlife Financial Group LLC. Max has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Georgia, and Oklahoma. Currently, Max is part of Fiscal Wisdom Wealth Management LLC, which operates out of Canton, Connecticut. The firm has 10 offices and 22 employees. The firm manages assets totaling $213.8 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Fiscal Wisdom Wealth Management LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiscal Wisdom Wealth Management LLC Brokerage Details
$213,793,318
22
2,064
$103,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Max Isaacman Work History
Portsmouth-Smartlife Financial Group LLC
Fidelity Investments
Smartlife Financial Group, LLC
Portsmouth Financial Services, Inc
Portsmouth Financial
Scottrade, Inc
Bank Of America / Merrill Lynch
Portsmouth Financial
Disclosures
Please visit the SEC profile of Max Isaacman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiscal Wisdom Wealth Management LLC
Thomaston, CT
Canton, CT
Canton, CT
Canton, CT
Cupertino, CA
Canton, CT
Bremerton, WA
Canton, CT
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