FSA WEALTH MANAGEMENT, LLC

FSA WEALTH MANAGEMENT, LLC of NEEDHAM, MA is an SEC-registered investment adviser (CRD 288525). Regulatory assets under management: $459.3M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (5)

NameRoleLocation
Gavin Michael MorrisseyMANAGING PARTNER, CHIEF COMPLIANCE OFFICER—
Simon John HeslopMANAGING PARTNER AND PRESIDENT—
MORRIS JAMES MARCMANAGING PARTNER—
MORRISSEY THOMAS MICHAELMANAGING PARTNER, CHIEF COMPLIANCE OFFICER—
HESLOP SIMON JOHNMANAGING PARTNER; MANAGING PARTNER AND PRESIDENT—

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