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Joseph Patrick Hanley

Nashoba Valley Wealth Management

Stow, MA

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Current Employers
Nashoba Valley Wealth Management

Stow, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-30
  • MA RA
    APPROVED
    Since 2026-06-30

Branch Locations

Stow, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Boston MA 06/1998 08/2024
Nashoba Valley Wealth Management (Under Kovack Financial - Bd) Fort Lauderdale FL 01/2025 04/2026
Nashoba Valley Wealth Management, Llc Stow MA 01/2025 Present
Unemployed Stow MA 08/2024 02/2025
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-03
S63 Uniform Securities Agent State Law Examination 2003-12-03
  • S66 Uniform Combined State Law Examination
    2006-03-03
  • S63 Uniform Securities Agent State Law Examination
    2003-12-03
Designations
Other Names
  • Joe Hanley

View on SEC IAPD

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