Joseph T. Neff

MEASURED WEALTH PRIVATE CLIENT GROUP

PORTSMOUTH, NH 03801

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CRD#: 7047011

Professional summary

Joseph Tyndale Neff, CFP® is a registered financial advisor currently at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC located in Portsmouth, New Hampshire.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joseph has worked at 6 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Joseph Tyndale Neff'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: 2021

Experience

Current

November 12, 2025 - Present

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Office #1: 303 Islington Street, Portsmouth, NH 03801

RIA

CRD#: 170442

PORTSMOUTH, NH

Past

April 19, 2024 - August 4, 2025

MAI CAPITAL MANAGEMENT, LLC

RIA

CRD#: 109807

Newmarket, NH

Past

August 31, 2022 - April 16, 2024

THE WEALTH CONSULTING GROUP

RIA

CRD#: 173194

New Castle, PA

Past

November 1, 2021 - August 10, 2022

NEWEDGE ADVISORS

RIA

CRD#: 171351

EXETER, NH

Past

September 25, 2019 - November 1, 2021

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 109771

EXETER, NH

Past

March 2, 2019 - October 1, 2020

NEWDAY SOLUTIONS, LLC

RIA

CRD#: 282163

HAMPTON, NH

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".

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH

CRD#: 170442 / SEC#: 801-80056

RIA

Registered Investment Advisory firm - (7/18/2014 Approved)

Maine

Registered Investment Advisory firm - (8/11/2014 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/1/2014 Terminated)

New Hampshire

Registered Investment Advisory firm - (9/4/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Hampshire
(11/12/2025)

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: 3/2/2019

Uniform Investment Adviser Law Examination

Current Firm

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH

CRD#: 170442 / SEC#: 801-80056

RIA

Registered Investment Advisory firm - (7/18/2014 Approved)

Maine

Registered Investment Advisory firm - (8/11/2014 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/1/2014 Terminated)

New Hampshire

Registered Investment Advisory firm - (9/4/2014 Terminated)

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Contact information

Main Address

303 Islington Street, Portsmouth, NH 03801

Mailing Address

Phone number

(603) 431-1444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A - APPENDIX 1: WRAP FEE BROCHURE (3/27/2025)

FORM ADV PART 2A - FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,305
AUM (Assets Under Management)	$ 463,984,110

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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Joseph T. Neff

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Tyndale Neff's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MAI CAPITAL MANAGEMENT, LLC

THE WEALTH CONSULTING GROUP

NEWEDGE ADVISORS

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

NEWDAY SOLUTIONS, LLC

Primary Firm SEC Registration

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2019

Current Firm

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

TRUST BUT VERIFY

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