Joseph
Guest
Raffa Investment Advisers
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About this Advisor
Joseph Guest is a financial advisor based in Washington, District of Columbia, working with Raffa Investment Advisers. Joseph has previously held positions at Raffa Investment Advisers and Fairhaven Wealth Management, LLC. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Joseph is part of Raffa Investment Advisers, which operates out of Washington, District of Columbia. The firm has 5 offices and 7 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Raffa Investment Advisers includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Raffa Investment Advisers Brokerage Details
$1,283,866,208
7
539
$2,381,941
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
Raffa Investment Advisers
Fairhaven Wealth Management, LLC
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
Washington, DC
Washington, DC
Washington, DC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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