Lmcg Investments, LLC

Lmcg Investments, LLC (CRD# 149936) is a financial advisory firm headquartered in Boston, MA. They manage $7,465,671,159 in 1,433 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,466
    MILLION
  • Total Number of Accounts
    1,433
    ACCOUNTS
  • Average Account Value
    $5,209,819
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Lmcg Investments, LLC
Showing 1 - 10 of 13 top financial advisors.
1
James B. Gribbell
CRD#: 2171060
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

James Gribbell (CRD# 2171060) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 29 years of experience in the finance industry.

2
Matthew S. Guleserian
CRD#: 5615898
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

Matthew Guleserian (CRD# 5615898) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has 1 year of experience in the finance industry.

3
John J. Harrington
CRD#: 2385420
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

John Harrington (CRD# 2385420) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 27 years of experience in the finance industry.

4
Nan-marie Jaeger
CRD#: 845057
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

Nan-marie Jaeger (CRD# 845057) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 26 years of experience in the finance industry.

5
Gordon A. Johnson
CRD#: 2384647
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

Gordon Johnson (CRD# 2384647) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has 1 year of experience in the finance industry.

6
Melanie S. Karlberg
CRD#: 2939587
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

Melanie Karlberg (CRD# 2939587) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 21 years of experience in the finance industry.

7
John R. Layton
CRD#: 2562597
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

John Layton (CRD# 2562597) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 25 years of experience in the finance industry.

8
Scott M. Macdonald
CRD#: 5735426
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

Scott Macdonald (CRD# 5735426) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 7 years of experience in the finance industry.

9
Andrew F. Morey
CRD#: 2546018
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

Andrew Morey (CRD# 2546018) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has 1 year of experience in the finance industry.

10
Daniel Singh
CRD#: 6655227
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

Daniel Singh (CRD# 6655227) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has 1 year of experience in the finance industry.

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