Raymond P. Laporte

MARTHA'S VINEYARD INVESTMENT ADVISORS

West Tisbury, MA 02575

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CRD#: 2542883

Professional summary

Raymond Philip Laporte is a registered financial advisor currently at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC located in West Tisbury, Massachusetts.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Raymond has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 5/26/2020 - Martha's Vineyard Investment Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/20/2017 - 150 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Martha's Vineyard Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Philip Laporte's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 10, 2019 - Present

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

Office #1: 496 State Rd, West Tisbury, MA 02575

RIA

CRD#: 291599

West Tisbury, MA

Past

January 31, 2008 - September 21, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

FALMOUTH, MA

Past

October 27, 2006 - August 15, 2025

LPL FINANCIAL LLC

CRD#: 6413

FALMOUTH, MA

Past

March 8, 2006 - October 30, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

VINEYARD HAVEN, MA

Past

November 18, 1994 - March 8, 2006

ADVEST, INC.

CRD#: 10

VINEYARD HAVEN, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

CRD#: 291599 / SEC#: 801-112370

RIA

Registered Investment Advisory firm - (1/26/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(6/10/2019)

IAR

Texas
(9/19/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/18/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/27/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/17/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/19/2006

General Securities Principal Examination

Current Firm

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

CRD#: 291599 / SEC#: 801-112370

RIA

Registered Investment Advisory firm - (1/26/2018 Approved)

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Contact information

Main Address

496 State Rd, West Tisbury, MA 02575

Mailing Address

P.o. Box 602, West Tisbury, MA 02575

Phone number

(508) 693-8850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC DISCLOSURE BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	431
AUM (Assets Under Management)	$ 280,709,177

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/08/2025	Cover Page	Report
07/03/2025	Cover Page	Report
01/22/2025	Cover Page	Report
07/21/2023	Cover Page	Report
01/12/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Raymond P. Laporte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Philip Laporte's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ADVEST, INC.

Primary Firm SEC Registration

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2008

Series 63

Date: 10/27/1994

SIE

Date: 10/1/2018

Series 7

Date: 11/17/1994

Series 24

Date: 12/19/2006

Current Firm

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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