Sechrest Financial Services

Sechrest Financial Services (CRD# 128688) is a financial advisory firm headquartered in Acton, MA. They manage $152,898,882 in 330 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $463,330
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Sechrest Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Jarod J. Bloom
CRD#: 4551487
One Acton Place, Suite 301, 526 Main Street, Acton, MA 01720

Jarod Bloom (CRD# 4551487) is an Investment Advisor Representative working at Sechrest Financial Services in Acton, MA and has over 24 years of experience in the finance industry.

2
Nancy Vaccaro
CRD#: 7435093
One Acton Place, Suite 301, 526 Main Street, Acton, MA 01720

Nancy Vaccaro (CRD# 7435093) is an Investment Advisor Representative working at Sechrest Financial Services in Acton, MA and has 1 year of experience in the finance industry.

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