Joseph
Guest
Raffa Investment Advisers
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About this Advisor
Joseph Guest is a financial advisor who works in Washington, District Of Columbia, with 2 years of industry experience. Guest is an employee of Raffa Investment Advisers. During their career, the advisor has held roles at Raffa Investment Advisers, Fairhaven Wealth Management, LLC and Harvest Investments. Guest holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Illinois. Raffa Investment Advisers is an advisory firm with a branch in Washington, District of Columbia. The firm has offices in six locations and a total of nine advisors. It administers $1 billion in assets between its 475 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises 110 charitable organizations. Of its 475 accounts, 22% are held by high-net-worth individuals who have at least $1 million in assets. Raffa Investment Advisers offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically are based on the services offered. However, fees billed by Raffa Investment Advisers likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Raffa Investment Advisers Brokerage Details
$1,029,644,682
9
475
$2,167,673
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Joseph Guest Work History
Joseph has been registered as a financial advisor for 2 years.*
Raffa Investment Advisers
Fairhaven Wealth Management, LLC
Harvest Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Guest 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 Raffa Investment Advisers
Washington, DC
Washington, DC
Smyrna, GA
Washington, DC
Washington, DC
Washington, DC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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