Us Advisory Group

Us Advisory Group (CRD# 109291) is a financial advisory firm headquartered in Beverly, MA. They manage $49,168,626 in 164 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
152 Conant St., Suite 201, Beverly, MA 01915
https://www.usadvisory.com
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $299,809
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Us Advisory Group
Showing 1 - 2 of 2 top financial advisors.
1
Frederick McDonald, financial advisor Beverly MA
Frederick V. McDonald
CRD#: 5135064
152 Conant St., Suite 201, Beverly, MA 01915

Frederick McDonald (CRD# 5135064) is an Investment Advisor Representative working at Us Advisory Group in Beverly, MA and has over 14 years of experience in the finance industry.

2
Christopher McDonald, financial advisor Beverly MA
Christopher L. McDonald
CRD#: 5870728
152 Conant St., Suite 201, Beverly, MA 01915

Christopher McDonald (CRD# 5870728) is an Investment Advisor Representative working at Us Advisory Group in Beverly, MA and has over 3 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.

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