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Thomas Matthew Juster

Martha'S Vineyard Investment Advisors, LLC

West Tisbury, MA

CRD 6005882

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Employer firm

Martha's Vineyard Investment Advisors, LLC CRD 291599

$343M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Martha'S Vineyard Investment Advisors, Llc

496 State Rd, West Tisbury, MA 02575 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-19
MA RA APPROVED 2019-06-12
  • TX RA
    APPROVED
    Since 2022-09-19
  • MA RA
    APPROVED
    Since 2019-06-12

Branch Locations

496 State Rd, West Tisbury, MA 02575 • 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
Slate Llc Edgartown MA 08/2016 Present
Martha's Vineyard Investment Advisors, Llc West Tisbury MA 04/2019 Present
Previous Registrations
  • 2016-01-20 → 2016-08-15
    Boston, MA
  • 2015-02-18 → 2015-12-31
    Federal Street Advisors Inc
    Boston, MA
  • 2015-03-09 → 2015-12-31
    Old North Advisors, Llc
    Boston, MA
  • 2012-06-21 → 2014-10-07
    Hhg & Company, Llc
    Darien, CT
Other Businesses

SLATE LLC; Edgartown, MD; Non-investment related; Owner of retail business; 8/2016; approximately xx hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-20
  • S65 Uniform Investment Adviser Law Examination
    2012-06-20
Designations
  • Certified Financial Planner
Other Names
  • Thomas Juster
  • Tom Juster

View on SEC IAPD

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