Joseph Tyndale Neff
Investment adviser representative at Measured Wealth Private Client Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$528.3MFirm assets
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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
11 years in the industry.
- Measured Wealth Private Client Group, LLCAug 2025 to now
- Mai Capital Management, LLCApr 2024 to Aug 2025
- The Wealth Consulting GroupAug 2022 to Apr 2024
- Treloar & HeiselAug 2022 to Apr 2024
- Newedge Advisors, LLCNov 2021 to Aug 2022
- Crescent Wealth PartnersSep 2019 to Aug 2022
- Mid Atlantic Financial Management, Inc.Sep 2019 to Aug 2022
- Renzo Gracie NhSep 2017 to Jul 2018
- Newday Solutions, LLCJan 2017 to Oct 2020
- Northeastern FenceMay 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NH).
Measured Wealth Private Client Group, LLC
$528.3MAssets managed
638Clients
10Advisers
12 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
- 7047011
- Firm CRD
- 170442