Joseph Donald Guest
Investment adviser representative at Raffa Investment Advisers
7 yearsExperience
1 stateRegistered in
$1.7BFirm assets
19 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Raffa Investment AdvisersDec 2020 to now
- UnemployedJun 2020 to Nov 2020
- Fairhaven Wealth Management, LLCDec 2013 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
Raffa Investment Advisers
Legal name: Raffa Wealth Management LLC
$1.7BAssets managed
252Clients
6Advisers
19 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
- 6294593
- Firm CRD
- 136971