Reynders, Mcveigh Capital Management, LLC

Reynders, Mcveigh Capital Management, LLC (CRD# 137342) is a financial advisory firm headquartered in Boston, MA. They manage $1,198,025,132 in 1,163 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,198
    MILLION
  • Total Number of Accounts
    1,163
    ACCOUNTS
  • Average Account Value
    $1,030,116
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Reynders, Mcveigh Capital Management, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Elizabeth L. Chioffi
CRD#: 2685259
121 High Street, Suite 501, Boston, MA 02110
96
Wealthminder
score

Elizabeth Chioffi (CRD# 2685259) is an Investment Advisor Representative working at Reynders, Mcveigh Capital Management, LLC in Boston, MA and has over 16 years of experience in the finance industry.

2
Julie T. McVeigh
CRD#: 4541632
121 High Street, Suite 501, Boston, MA 02110
96
Wealthminder
score

Julie McVeigh (CRD# 4541632) is an Investment Advisor Representative working at Reynders, Mcveigh Capital Management, LLC in Boston, MA and has over 16 years of experience in the finance industry.

3
Thomas M. Roche
CRD#: 2708983
121 High Street, Suite 501, Boston, MA 02110
96
Wealthminder
score

Thomas Roche (CRD# 2708983) is an Investment Advisor Representative working at Reynders, Mcveigh Capital Management, LLC in Boston, MA and has over 20 years of experience in the finance industry.

4
Eric A. Shrayer
CRD#: 2921684
121 High Street, Suite 501, Boston, MA 02110
96
Wealthminder
score

Eric Shrayer (CRD# 2921684) is an Investment Advisor Representative working at Reynders, Mcveigh Capital Management, LLC in Boston, MA and has over 19 years of experience in the finance industry.

5
Maryelizabeth Conlon-Kesse
CRD#: 1327810
121 High Street, Suite 501, Boston, MA 02110
93
Wealthminder
score

Maryelizabeth Conlon-Kesse (CRD# 1327810) is an Investment Advisor Representative working at Reynders, Mcveigh Capital Management, LLC in Boston, MA and has over 27 years of experience in the finance industry.

6
Carrie A. Endries
CRD#: 5291940
121 High Street, Suite 501, Boston, MA 02110
93
Wealthminder
score

Carrie Endries (CRD# 5291940) is an Investment Advisor Representative working at Reynders, Mcveigh Capital Management, LLC in Boston, MA and has over 9 years of experience in the finance industry.

7
Yuji Koga
CRD#: 4375705
121 High Street, Suite 501, Boston, MA 02110
93
Wealthminder
score

Yuji Koga (CRD# 4375705) is an Investment Advisor Representative working at Reynders, Mcveigh Capital Management, LLC in Boston, MA and has over 13 years of experience in the finance industry.

8
Megan A. McGregor
CRD#: 5824260
121 High Street, Suite 501, Boston, MA 02110
93
Wealthminder
score

Megan McGregor (CRD# 5824260) is an Investment Advisor Representative working at Reynders, Mcveigh Capital Management, LLC in Boston, MA and has over 4 years of experience in the finance industry. Megan McGregor 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.

9
Patrick J. McVeigh
CRD#: 2709338
121 High Street, Suite 501, Boston, MA 02110
93
Wealthminder
score

Patrick McVeigh (CRD# 2709338) is an Investment Advisor Representative working at Reynders, Mcveigh Capital Management, LLC in Boston, MA and has over 14 years of experience in the finance industry.

10
Charlton Reynders
CRD#: 2614296
121 High Street, Suite 501, Boston, MA 02110
93
Wealthminder
score

Charlton Reynders (CRD# 2614296) is an Investment Advisor Representative working at Reynders, Mcveigh Capital Management, LLC in Boston, MA and has over 21 years of experience in the finance industry.

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