Joseph Patrick Hanley

Employer firm

Nashoba Valley Wealth Management CRD 342479

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1998 → 08/2024
  Fidelity Investments
  Boston, MA
• 01/2025 → 04/2026
  Nashoba Valley Wealth Management (Under Kovack Financial - Bd)
  Fort Lauderdale, FL
• 01/2025 → Present
  Nashoba Valley Wealth Management, Llc
  Stow, MA
• 08/2024 → 02/2025
  Unemployed
  Stow, MA

Previous Registrations

• 2025-03-07 → 2026-05-06
  Kovack Advisors, Inc.
  Stow, MA
  Ft. Lauderdale, FL
• 2018-07-13 → 2024-08-26
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2006-03-13 → 2018-07-13
  Strategic Advisers Llc
  Shrewsbury, MA
  Burlington, MA
  Cambridge, MA
  Framingham, MA
  Worcester, MA

Exams

• S66 Uniform Combined State Law Examination
  2006-03-03
• S63 Uniform Securities Agent State Law Examination
  2003-12-03

Designations

• Certified Financial Planner

Other Names

• Joe Hanley