M3 Advisory Group, LLC

M3 Advisory Group, LLC (CRD# 156208) is a financial advisory firm headquartered in Needham Heights, MA. They manage $279,000,000 in 563 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
60 Kendrick Street, Suite 203, Needham Heights, MA 02494
https://www.m3familyoffice.com
By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    563
    ACCOUNTS
  • Average Account Value
    $495,560
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, NH

Financial Advisors at M3 Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Jeffries, financial advisor Needham Heights MA
John D. Jeffries
CRD#: 1332202
60 Kendrick Street, Suite 203, Needham Heights, MA 02494

John Jeffries (CRD# 1332202) is an Investment Advisor Representative working at M3 Advisory Group, LLC in Needham Heights, MA and has over 17 years of experience in the finance industry.

2
Mark Scionti, financial advisor Needham Heights MA
Mark W. Scionti
CRD#: 1425426
60 Kendrick Street, Suite 203, Needham Heights, MA 02494

Mark Scionti (CRD# 1425426) is an Investment Advisor Representative working at M3 Advisory Group, LLC in Needham Heights, MA and has over 15 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.

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