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RL

Raymond P. Laporte

MARTHA'S VINEYARD INVESTMENT ADVISORS
West Tisbury, MA 02575
Some features on this profile are disabled
CRD#: 2542883
RL

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.
The advisor shows no other business activity.

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

BD
CRD#: 6413
FALMOUTH, MA
Past

March 8, 2006 - October 30, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
VINEYARD HAVEN, MA
Past

November 18, 1994 - March 8, 2006

ADVEST, INC.

BD
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".
MV
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/18/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/27/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/17/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/19/2006
General Securities Principal Examination

Current Firm

MV
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

CRD#: 291599 / SEC#: 801-112370

RIA
Registered Investment Advisory firm - (1/26/2018 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
6

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts431
AUM (Assets Under Management)$ 280,709,177

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

CRD#: 291599West Tisbury, MA 02575

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