Joseph Rene Soucy
Investment adviser representative at Mwa Financial Services, Inc.
10 yearsExperience
4 statesRegistered in
$640MFirm assets
10 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
Experience
10 years in the industry.
- Mwa Financial Services Inc.Feb 2012 to now
- Modern Woodmen of AmericaJan 2012 to now
- Small Business StrongOct 2021 to Jul 2022
- Sacred Heart ParishDec 2019 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (MA, ME, NH, VT).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 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
- 6031645
- Firm CRD
- 112630