M3 Advisory Group, LLC

M3 Advisory Group, LLC (CRD# 156208) is a financial advisory firm headquartered in Needham Heights, MA. They manage $107,000,000 in 114 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $938,596
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
  • Selection of other advisers (including private fund managers)
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.

MA

Financial Advisors at M3 Advisory Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Patrick R. Davis
CRD#: 725504
60 Kendrick Street, Suite 203, Needham Heights, MA 02494
96
Wealthminder
score

Patrick Davis (CRD# 725504) is an Investment Advisor Representative working at M3 Advisory Group, LLC in Needham Heights, MA and has over 9 years of experience in the finance industry.

2
Mark W. Scionti
CRD#: 1425426
60 Kendrick Street, Suite 203, Needham Heights, MA 02494
68
Wealthminder
score

Mark Scionti (CRD# 1425426) is an Investment Advisor Representative working at M3 Advisory Group, LLC in Needham Heights, MA and has over 9 years of experience in the finance industry.

3
John D. Jeffries
CRD#: 1332202
60 Kendrick Street, Suite 203, Needham Heights, MA 02494
58
Wealthminder
score

John Jeffries (CRD# 1332202) is an Investment Advisor Representative working at M3 Advisory Group, LLC in Needham Heights, MA and has over 11 years of experience in the finance industry.

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