Joseph P. Marsden
Investment adviser representative at Trust Advisory Group Ltd
17 yearsExperience
1 stateRegistered in
$313.5MFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Stonex Securities IncOct 2024 to now
- Marsden Law P.C.Jan 2018 to now
- Trust Advisory Group LtdApr 2009 to now
- Solares Hill AdvisorsApr 2009 to now
- Ages Financial Services LtdApr 2009 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (MA).
Trust Advisory Group Ltd
$313.5MAssets managed
564Clients
14Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2220863
- Firm CRD
- 106926