Thomas M. Juster

MARTHA'S VINEYARD INVESTMENT ADVISORS

West Tisbury, MA 02575

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CRD#: 6005882

Professional summary

Thomas Matthew Juster, CFP®, who also goes by Thomas Juster, Tom Juster, is a registered financial advisor currently at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC located in West Tisbury, Massachusetts.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Thomas has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas Juster | Tom Juster

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.

SLATE LLC; Edgartown, MD; Non-investment related; Owner of retail business; 8/2016; approximately xx hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Matthew Juster'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

June 12, 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 20, 2016 - August 15, 2016

PATHSTONE

RIA

CRD#: 151736

Boston, MA

Past

March 9, 2015 - December 31, 2015

OLD NORTH ADVISORS, LLC

RIA

CRD#: 132848

BOSTON, MA

Past

February 18, 2015 - December 31, 2015

FEDERAL STREET ADVISORS INC

RIA

CRD#: 106387

BOSTON, MA

Past

June 21, 2012 - October 7, 2014

HHG & COMPANY, LLC

RIA

CRD#: 104769

DARIEN, CT

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
(6/12/2019)

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 65

Date: 6/20/2012

Uniform Investment Adviser Law 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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Thomas M. Juster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Matthew Juster's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

PATHSTONE

OLD NORTH ADVISORS, LLC

FEDERAL STREET ADVISORS INC

HHG & COMPANY, LLC

Primary Firm SEC Registration

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2012

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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