AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Joseph Patrick Hanley

Joseph P. Hanley

NASHOBA VALLEY WEALTH MANAGEMENT | Vice President, Financial Consultant
STOW, MA
Some features on this profile are disabled
CRD#: 4161046
Joseph Patrick Hanley
Joseph Patrick HanleyNASHOBA VALLEY WEALTH MANAGEMENT

Professional summary

Joseph Patrick Hanley, CFP®, who also goes by Joe Hanley, is a registered financial advisor currently at NASHOBA VALLEY WEALTH MANAGEMENT located in Stow, Massachusetts.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joseph has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary
Min. Asset: Under $50K

Services Offered

Insurance Planning
Comprehensive Financial Planning
Retirement Planning
Investment Planning

Biography

I assist individuals and small businesses with utilizing and implementing Fidelity's comprehensive wealth planning strategies. What makes me different are the values I practice on a daily basis, the most important being integrity. What this means to me is to build a brand of reliability and accountability, to be honest with you, and to assist you with working toward your wealth planning goals.

Aliases

Joe Hanley

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) DBA - NASHOBA VALLEY WEALTH MANAGEMENT, LLC - 179 GREAT ROAD PO BOX 462, STOW, MA 01775; INVESTMENT RELATED; WEALTH PLANNING, INVESTMENT MANAGEMENT USING ETF'S MUTUAL FUNDS AND ANNUITIES, FINANCIAL ADVISOR; 90% OF TIME DEVOTED TO THE BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Patrick Hanley's 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®
CFP®

Certified Financial Planner

Start date: 2003

Education

Seattle Pacific University

Master of Business Administration (MBA) - Business - Entrepreneurial Management

1997

Bryant College

Bachelor of Science (BS) - Finance

1985

Experience

Current

June 30, 2026 - Present

NASHOBA VALLEY WEALTH MANAGEMENT

RIA
CRD#: 342479
STOW, MA
Past

March 7, 2025 - May 6, 2026

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
Stow, MA
Past

February 21, 2025 - May 6, 2026

KOVACK SECURITIES INC.

BD
CRD#: 44848
Stow, MA
Past

July 13, 2018 - August 26, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

March 13, 2006 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
FRAMINGHAM, MA
Past

July 3, 2000 - August 26, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
FRAMINGHAM, MA

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
(6/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/3/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/3/2003
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: 6/29/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/3/2009
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/22/2008
General Securities Sales Supervisor - Options Module Examination

Current Firm

NV
NASHOBA VALLEY WEALTH MANAGEMENT
NASHOBA VALLEY WEALTH MANAGEMENT | NASHOBA VALLEY WEALTH MANAGEMENT, LLC

CRD#: 342479 / SEC#:

Massachusetts
Registered Investment Advisory firm - (6/30/2026 Approved)
Loading...

Contact information

Main Address
Stow, MA
Mailing Address
Phone number
(978) 333-7565
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

NASHOBA VALLEY WEALTH MANAGEMENT

Vice President, Financial ConsultantCRD#: 342479Stow, MA

TRUST BUT VERIFY

Monitor Joseph Hanley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.