Anthony McMullen, financial advisor Woburn MA

Anthony McMullen

CRD Number: 4964511
Current Firm: Trust Advisory Group Ltd

Anthony McMullen (CRD# 4964511) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Advisory Group Equity Services, Ltd. Woburn, MA Jun 2020 - Current < 1
Kulch Insurance Group Nashua, NH Mar 2017 - Current 3
Paramount Financial Group Nashua, NH Dec 2015 - Current 4
Wood Associates Nashua, NH Jan 2015 - Current 5
Next Financial Group Nashua, NH Jun 2017 - Jun 2020 3
Davinci Capital Management Inc. Nashua, NH Feb 2015 - Jul 2016 1
Mml Investors Services Bedford, NH Apr 2011 - Feb 2015 3
Massmutual Life Insurance Company Nashua, NH Jun 2009 - Feb 2015 5
Wood Associates Nashua, NH Jan 2011 - Dec 2014 3
Mml Investors Services Inc. Nashua, NH Jun 2009 - Jan 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S65 NASAA Investment Advisors Law Examination Dec 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anthony D. McMullen
Phone Number: 781-933-6100
Registered State(s):
  • MA
  • NH
  • WA
By the Numbers
  • Total Assets Under Management
    408
    MILLIONS
  • Total Number of Accounts
    1,575
    ACCOUNTS
  • Average Account Value
    $258,884
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

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