Joseph P. Marsden

Current Employers

Employment History

• 04/2009 → Present
  Solares Hill Advisors
  Winchester, MA
• 04/2009 → 09/2024
  Ages Financial Services Ltd
  Reading, MA
• 04/2009 → Present
  Trust Advisory Group Ltd
  Holliston, MA
• 01/2018 → Present
  Marsden Law P.C.
  Holliston, MA
• 10/2024 → Present
  Stonex Securities Inc
  Holliston, MA

Previous Registrations

• 1994-05-09 → 2009-04-09
  Strategic Advisers Llc
  Boston, MA
• 2001-04-09 → 2007-03-28
  Fidelity Personal Trust Company, Fsb
  Boston, MA

Other Businesses

1) Marsden Law PC - 847 Washington ST Holliston, MA 01746 Nature of Business: Law Firm Investment Related: No Business Position: Attorney Business Duties: Lawyer Business Start Date: 11/18/2009 Approximately 30 hours spent on this OBA monthly; with zero during market hours. 2) 847 Washington St LLC - 847 Washington St Holliston MA 01746 Nature of Business: Real Estate Investment Related: No Business Position: Owner Business Duties: Owns my office building Business Start Date: 12/31/2017 Approximately 4hours spent on this OBA monthly; with zero during market hours. 3) Solares Hill Advisors - 847 Washington St Nature of Business: Securities Investment Related: Yes Business Position: Owner Business Duties: Owner investment advisor Business Start Date: 03/17/2010 Approximately 20 hours spent on OBA; with 4 during market hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-03
• S63 Uniform Securities Agent State Law Examination
  1992-03-18

Other Names

• Jay Marsden
• Joseph Patrick Marsden
• J. P. Marsden