Gavin
Morrissey
Fsa Wealth Management, LLC
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About this Advisor
Gavin Morrissey is a financial advisor based in Needham Heights, Massachusetts, working with Fsa Wealth Management, LLC. Gavin has previously held positions at Financial Strategy Associates, Inc and Commonwealth Financial Network. Gavin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Gavin is part of Fsa Wealth Management, LLC, which operates out of Needham Heights, Massachusetts. The firm has 5 employees and manages assets totaling $414.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Fsa Wealth Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fsa Wealth Management, LLC Brokerage Details
$414,206,728
5
905
$457,687
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Gavin Morrissey Work History
Financial Strategy Associates, Inc
Commonwealth Financial Network
Commonwealth Financial Network
Disclosures
Please visit the SEC profile of Gavin Morrissey 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 Fsa Wealth Management, LLC
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
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