Investment Advisory Group LLC
Investment Advisory Group LLC (CRD# 109445) is a financial advisory firm headquartered in Hanover, MA. They manage $716,350,000 in 3,245 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management716MILLION
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Total Number of Accounts3,245ACCOUNTS
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Average Account Value$220,755
- 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
- Selection of other advisers (including private fund managers)

CA, CT, FL, IL, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA
Theodore Ciolkosz (CRD# 4535957) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 19 years of experience in the finance industry.
George McCall (CRD# 1345796) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 37 years of experience in the finance industry. George McCall 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.
Paul Reardon (CRD# 2149952) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 30 years of experience in the finance industry.
Jay Richards (CRD# 1689554) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 32 years of experience in the finance industry. Jay Richards 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.
Michael Ross (CRD# 1669825) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 29 years of experience in the finance industry.
Keith Whitt (CRD# 5111717) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 10 years of experience in the finance industry.