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).
Total Assets Under Management28MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$509,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Peter Canniff (CRD# 2513892) is an Investment Advisor Representative working at Advanced Portfolio Design, LLC in Westford, MA and has over 22 years of experience in the finance industry. 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.