TEA & TAXES COMPANY DBA PROSPERITEA PLANNING of GREENFIELD, MA is an SEC-registered investment adviser (CRD 282041). Regulatory assets under management: $176.9M.
Compensation: Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Samuel Phillip Plotkin | OWNER, INVESTMENT ADVISER REPRESENATIVE | — |
| Wendy Suzanne Conrad Marsden | CCO; TRUSTEE, FIRM PRINCIPAL, CCO | — |
| Wendy S. C Marsden | CCO; FIRM PRINCIPAL, CCO; FIRM PRINCIPAL, CCO, TRUSTEE | — |
| Wendy S. C. Marsden | CCO; FIRM PRINCIPAL, CCO; FIRM PRINCIPAL, CCO, TRUSTEE | — |