Mcgaunn & Schwadron, Cpa's, LLC

Mcgaunn & Schwadron, Cpa's, LLC (CRD# 130294) is a financial advisory firm headquartered in Needham Heights, MA. They manage $6,000,000 in 102 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $58,824
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
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.

DC, MA, ME

Financial Advisors at Mcgaunn & Schwadron, Cpa's, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark J. McGaunn
CRD#: 3188110
75 Second Avenue, Suite 425, Needham Heights, MA 02494
96
Wealthminder
score

Mark McGaunn (CRD# 3188110) is an Investment Advisor Representative working at Mcgaunn & Schwadron, Cpa's, LLC in Needham Heights, MA and has over 17 years of experience in the finance industry. Mark McGaunn 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.

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