Jeffrey
Massey
Ae Wealth Management, LLC
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About this Advisor
Jeffrey Massey is a financial advisor based in Warwick, Rhode Island, working with Ae Wealth Management, LLC. Jeffrey has previously held positions at Massey & Associates, Inc, Global Financial Private Capital, LLC, and Ae Wealth Management, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Jeffrey is part of Ae Wealth Management, LLC, which operates out of Warwick, Rhode Island. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeffrey Massey Work History
Ae Wealth Management, LLC
Massey & Associates, Inc
Global Financial Private Capital, LLC
Disclosures
Please visit the SEC profile of Jeffrey Massey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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