Broadwealth LLC

Broadwealth LLC (CRD# 304356) is a financial advisory firm headquartered in , . They manage $132,784,925 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/jenniferdowlingdougherty/
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $1,724,480
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Broadwealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jennifer Dougherty, financial advisor Winchester MA
Jennifer D. Dougherty
CRD#: 5450445
Winchester, MA

Jennifer Dougherty (CRD# 5450445) is an Investment Advisor Representative working at Broadwealth LLC in Winchester, MA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals