Killian Dowd, financial advisor Braintree MA

Killian Dowd

CRD Number: 7755265
Current Firm: Foundations Investment Advisors LLC

Killian Dowd (CRD# 7755265) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Braintree, MA and has 1 year of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Foundations Investment Advisors, LLC Braintree, MA May 2023 - Current 1
Rise North Capital Braintree, MA Jun 2022 - Current 1
John Hancock Portsmouth, NH Jan 2022 - May 2022 < 1
University Of New Hampshire Durham, NH Aug 2018 - May 2022 3
Aldi Newington, NH Nov 2020 - Nov 2021 1
Mickeys Roadside Cafe Enfield, NH Mar 2020 - Aug 2020 < 1
Bar Harbor Bank And Trust Enfield, NH May 2019 - Jan 2020 < 1
Nh Lakes Associatio Canaan, NH Jun 2017 - Aug 2018 1
Mickeys Roadside Cafe Enfield, NH Jan 2012 - Aug 2018 6
Mascoma Valley Regional High School Canaan, NH Aug 2014 - Jun 2018 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2023
Contact Info for Killian M. Dowd
Phone Number: 480-626-2979
Firm Website: http://www.fiwealth.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    5,442
    MILLIONS
  • Total Number of Accounts
    42,079
    ACCOUNTS
  • Average Account Value
    $129,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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