Joshua Massa
Investment adviser representative at The Harbor Group, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm 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
Experience
10 years in the industry.
- The Harbor Group, Inc.Oct 2022 to now
- TD BankJul 2021 to Oct 2022
- Transportation Security Administration (tsa)Jan 2018 to Jul 2021
- United States Marine CorpsJul 2016 to Oct 2022
- Party Vision, LLCMar 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NH).
The Harbor Group, Inc.
$2BAssets managed
700Clients
9Advisers
41 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
- 7948813
- Firm CRD
- 105637