Merrimack Valley Financial Advisors, Inc.

Merrimack Valley Financial Advisors, Inc. (CRD# 124048) is a financial advisory firm headquartered in Chelmsford, MA. They manage $30,714,480 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $307,145
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

MA, NH

Financial Advisors at Merrimack Valley Financial Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John D. Asadoorian
CRD#: 3163504
6 Courthouse Lane , Unit 15, Chelmsford, MA 01824
93
Wealthminder
score

John Asadoorian (CRD# 3163504) is an Investment Advisor Representative working at Merrimack Valley Financial Advisors, Inc. in Chelmsford, MA and has over 17 years of experience in the finance industry.

2
Brian F. McLarney
CRD#: 2213053
6 Courthouse Lane, Unit 15, Chelmsford, MA 01824
93
Wealthminder
score

Brian McLarney (CRD# 2213053) is an Investment Advisor Representative working at Merrimack Valley Financial Advisors, Inc. in Chelmsford, MA and has over 24 years of experience in the finance industry.

3
Robert F. Siggens
CRD#: 4357197
6 Courthouse Lane, Unit 15, Chelmsford, MA 01824
93
Wealthminder
score

Robert Siggens (CRD# 4357197) is an Investment Advisor Representative working at Merrimack Valley Financial Advisors, Inc. in Chelmsford, MA and has over 16 years of experience in the finance industry.

4
Shawn R. Tewksbury
CRD#: 3180017
6 Courthouse Lane , Unit 15, Chelmsford, MA 01824
93
Wealthminder
score

Shawn Tewksbury (CRD# 3180017) is an Investment Advisor Representative working at Merrimack Valley Financial Advisors, Inc. in Chelmsford, MA and has over 17 years of experience in the finance industry.

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