John R. Massey

MARIETTA WEALTH MANAGEMENT

Marietta, GA 30060

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CRD#: 4620380

Professional summary

John R Massey is a registered financial advisor currently at MARIETTA WEALTH MANAGEMENT, LLC located in Marietta, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 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 John R Massey'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

March 4, 2020 - Present

MARIETTA WEALTH MANAGEMENT, LLC

Office #1: 472 N. Sessions Street Unit #24, Marietta, GA 30060

RIA

CRD#: 281782

Marietta, GA

Past

March 20, 2003 - June 25, 2013

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SAVANNAH, GA

Past

January 14, 2003 - June 25, 2013

MML INVESTORS SERVICES, LLC

CRD#: 10409

SAVANNAH, GA

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".

MARIETTA WEALTH MANAGEMENT, LLC

LDM ADVISORY SERVICES, LLC | MARIETTA WEALTH MANAGEMENT, LLC

CRD#: 281782 / SEC#: 801-106784

RIA

Registered Investment Advisory firm - (10/15/2015 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

Georgia
(3/4/2020)

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 65

Date: 2/24/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/18/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/13/2003

General Securities Representative Examination

Current Firm

MARIETTA WEALTH MANAGEMENT, LLC

LDM ADVISORY SERVICES, LLC | MARIETTA WEALTH MANAGEMENT, LLC

CRD#: 281782 / SEC#: 801-106784

RIA

Registered Investment Advisory firm - (10/15/2015 Approved)

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Contact information

Main Address

472 N. Sessions Street Unit #24, Marietta, GA 30060

Mailing Address

Phone number

(404) 549-6930

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,390
AUM (Assets Under Management)	$ 974,375,088

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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John R. Massey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John R Massey's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARIETTA WEALTH MANAGEMENT, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

MARIETTA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2020

Series 66

Date: 2/18/2003

Series 7

Date: 1/13/2003

Current Firm

MARIETTA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARIETTA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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