Thomas
Juster

Martha'S Vineyard Investment Advisors, LLC

CRD#6005882
Investment Advisor
in West Tisbury, MA

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About this Advisor

Thomas Juster is a financial advisor based in West Tisbury, Massachusetts, working with Martha's Vineyard Investment Advisors, LLC. Thomas has previously held positions at Hynes Himmelreich Glennon & Company, LLC, Federal Street Advisors, Pathstone Federal Street, Slate LLC, and Martha's Vineyard Investment Advisors, LLC. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Thomas is part of Martha's Vineyard Investment Advisors, LLC, which operates out of West Tisbury, Massachusetts. The firm has 1 office and 9 employees. The firm manages assets totaling $244.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Martha's Vineyard Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

496 State Rd
West Tisbury, MA 02575

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Martha'S Vineyard Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$244,273,355

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

9

MA Average: 118
Total Number of Accounts

358

MA Average: 4,567
Average Account Size

$682,328

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
  • Selection of other advisers

Thomas Juster Work History

2019 - Present (5 years)

Martha'S Vineyard Investment Advisors, LLC

2016 - Present (8 years)

Slate LLC

2016 - 2016 (< 1 year)

Pathstone Federal Street

2015 - 2015 (< 1 year)

Federal Street Advisors

2008 - 2014 (6 years)

Hynes Himmelreich Glennon & Company, LLC

Disclosures

Please visit the SEC profile of Thomas Juster 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 Martha'S Vineyard Investment Advisors, LLC

Leslie Guzman
West Tisbury, MA
Bart Partington
West Tisbury, MA
Robert Mascali
West Tisbury, MA
Thomas Juster
West Tisbury, MA
Grant Joiner
West Tisbury, MA
Ted Desrosiers
West Tisbury, MA
Raymond Laporte
West Tisbury, MA
James Anthony
West Tisbury, MA

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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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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