Portfoliosboston

Portfoliosboston (CRD# 133132) is a financial advisory firm headquartered in East Dennis, MA. They manage $18,800,000 in 103 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $182,524
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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.

MA

Financial Advisors at Portfoliosboston
Showing 1 - 1 of 1 top financial advisors.
1
Margaret A. McNabb
CRD#: 727569
1070 Rte 134, Dennis, MA 02641
96
Wealthminder
score

Margaret McNabb (CRD# 727569) is an Investment Advisor Representative working at Portfoliosboston in Dennis, MA and has over 35 years of experience in the finance industry. Margaret McNabb 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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