Great Barrington, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$5,444,193,153
ClientsTotal clients
7,363
AdvisorsAdvisors at this office
2
Of 80 advisors across 46 offices
Location
198 Main St, Suite 7
Great Barrington MA 01230
Advisors at this office
2
Advisors at this office
Melissa M
Series 66
Great Barrington, MA
Integrated Advisors Network LLC
Melissa Mae is a Series 66-licensed financial advisor with 14 years of industry experience. She is affiliated with Integrated Advisors Network LLC and also serves as CEO of Evoque Investments. Her prior experience includes roles at Arista Advisory Group, LLC and Arista Investment Advisors, Ltd. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and often utilizes third-party sub-adviser platforms to implement client strategies.
Jessica B
Series 63, Series 66
Great Barrington, MA
Integrated Advisors Network LLC
Jessica Bartle is a financial advisor with Integrated Advisors Network LLC in Great Barrington, MA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Integrated Advisors Network since 2019 and serves as Chief Operating Officer of Evoque Investments. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and uses various investment strategies, including third-party sub-advisers and managed account platforms.
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