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John A Massad

Manor Private Capital, LLC

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About John A Massad

John A. Massad is a financial professional with over 30 years of experience in the industry. John is currently registered with Manor Private Capital, LLC in Connecticut. John has held previous positions at J.P. Morgan Institutional Investments Inc., KKR Capital Markets LLC, BlackRock Investments, Inc., and J.P. Morgan Securities Inc. John holds multiple FINRA licenses including Series 3, 7, 8, 9, 10, 24, 63, 7TO, and SIE. John is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

John Massad is currently registered with Manor Private Capital, LLC. Manor Private Capital, LLC is a Limited Liability Company that was formed on December 5, 2008. The firm is registered in California, Connecticut, and New York, and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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John Massad’s Registration & Firm History

CT

02/01/2024 - Present

Manor Private Capital, LLC (NORWALK CT)

CT

05/24/2022 - 03/31/2023

MANOR PRIVATE CAPITAL, LLC (NORWALK CT)

NY

09/19/2014 - 05/26/2020

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)

NY

05/17/2011 - 01/27/2014

KKR CAPITAL MARKETS LLC (NEW YORK NY)

MA

05/05/2001 - 04/03/2009

BLACKROCK INVESTMENTS, INC. (BOSTON MA)

NY

02/23/1988 - 02/14/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/10/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2022

Series 24 - General Securities Principal Examination

BC

Issued 03/13/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/13/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/20/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 03/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2014

Series 3 - National Commodity Futures Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John A Massad.
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