Members Advisory Group, LLC

Members Advisory Group, LLC (CRD# 153723) is a financial advisory firm headquartered in Williamsville, NY. They manage $185,411,568 in 926 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6750 Main Street, Williamsville, NY 14221
http://membersadvgrp.com/
By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    926
    ACCOUNTS
  • Average Account Value
    $200,228
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL, NY, TX

Financial Advisors at Members Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott Cashmore, financial advisor Williamsville NY
Scott M. Cashmore
CRD#: 5013398
6750 Main Street, Williamsville, NY 14221
93
Wealthminder
score

Scott Cashmore (CRD# 5013398) is an Investment Advisor Representative working at Members Advisory Group, LLC in Williamsville, NY and has over 7 years of experience in the finance industry.

2
Jeffrey Cashmore, financial advisor Williamsville NY
Jeffrey A. Cashmore
CRD#: 1928725
6750 Main Street, Williamsville, NY 14221
63
Wealthminder
score

Jeffrey Cashmore (CRD# 1928725) is an Investment Advisor Representative working at Members Advisory Group, LLC in Williamsville, NY and has over 28 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals