Advanced Portfolio Design, LLC

Advanced Portfolio Design, LLC (CRD# 141727) is a financial advisory firm headquartered in Westford, MA. They manage $28,000,000 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $509,091
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Advanced Portfolio Design, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter J. Canniff
CRD#: 2513892
515 Groton Road Suite 201, Westford, MA 01886
103
Wealthminder
score

Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.

 

Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.

 

Peter Canniff is an Investment Advisor Representative working at Advanced Portfolio Design, LLC in Westford, MA and has over 23 years of experience in financial planning.

 

Peter Canniff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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