John
Fasciano

New World Advisors LLC

CRD#5704892
Investment Advisor
in Hingham, MA

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About this Advisor

John Fasciano is a financial advisor who works out of Hingham, Massachusetts with 5 years of relevant experience. Fasciano is on the advisory team at New World Advisors LLC. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Contravisory Investment Management, New World Advisors, LLC and Terranova Capital Equities Inc. Fasciano has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. New World Advisors LLC is a business headquartered in Hingham, MA. It administers $453 million in total assets across its 332 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 332 accounts, 100% are held by high-net-worth investors who have greater than $1 million in assets. New World Advisors LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on the type of services provided. However, fee types charged by New World Advisors LLC can include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

350 Lincoln Street Suite 1100
Hingham, MA 02043

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New World Advisors LLC Brokerage Details

Total Assets Under Management

$453,163,222

MA Average: $16,012,751,954
Total Number of Employees

5

MA Average: 118
Total Number of Accounts

332

MA Average: 4,567
Average Account Size

$1,364,949

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Fasciano Work History

John has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

New World Advisors, LLC

2018 - 2021 (3 years)

Terranova Capital Equities Inc

2017 - 2018 (1 year)

Contravisory Investment Management

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

*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 John Fasciano 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 New World Advisors LLC

Robert Pineau
Hingham, MA
John Fasciano
Hingham, MA
Christopher Cabral
Hingham, MA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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