Richard Macaleese (CRD# 1218540) is an Investment Advisor Representative working at Avantax Advisory Services in Braintree, MA and has over 37 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Braintree, MA | May 2015 - Current | 9 |
| Avantax Financial Services, Inc. | Braintree, MA | Nov 2014 - Current | 9 |
| Hd Vest Insurance Agency, Inc. | Braintree, MA | Nov 2014 - Current | 9 |
| Macatax, Inc. | Braintree, MA | Feb 2014 - Current | 10 |
| Macatax, Inc. | Pembroke, MA | Feb 2014 - Current | 10 |
| National Planning Corp | Quincy, MA | Apr 2000 - Nov 2014 | 14 |
| Feenan Financial Group | Quincy, MA | Aug 1988 - Oct 2014 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
- MA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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