Us Advisory Group Inc.

Us Advisory Group Inc. (CRD# 109291) is a financial advisory firm headquartered in Wakefield, MA. They manage $53,509,126 in 166 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $322,344
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
  • Other
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.

CA, FL, MA, ME, NE, NH

Financial Advisors at Us Advisory Group Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Frederick V. McDonald
CRD#: 5135064
301 Edgewater Place, Suite 410, Wakefield, MA 01880
93
Wealthminder
score

Frederick McDonald (CRD# 5135064) is an Investment Advisor Representative working at Us Advisory Group Inc. in Wakefield, MA and has over 6 years of experience in the finance industry.

2
Robert M. Quinn
CRD#: 5092604
301 Edgewater Place, Suite 410, Wakefield, MA 01880
93
Wealthminder
score

Robert Quinn (CRD# 5092604) is an Investment Advisor Representative working at Us Advisory Group Inc. in Wakefield, MA and has over 10 years of experience in the finance industry.

3
Frederick V. McDonald
CRD#: 706872
301 Edgewater Place, Suite 410, Wakefield, MA 01880
83
Wealthminder
score

Frederick McDonald (CRD# 706872) is an Investment Advisor Representative working at Us Advisory Group Inc. in Wakefield, MA and has over 35 years of experience in the finance industry.

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