Us Advisory Group

Us Advisory Group (CRD# 109291) is a financial advisory firm headquartered in Beverly, MA. They manage $29,000,000 in 107 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $271,028
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
  • 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.

MA

Financial Advisors at Us Advisory Group
Showing 1 - 2 of 2 top financial advisors.
1
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 10 years of experience in the finance industry.

2
Frederick V. McDonald
CRD#: 706872
152 Conant St., Suite 201, Beverly, MA 01915

Frederick McDonald (CRD# 706872) is an Investment Advisor Representative working at Us Advisory Group in Beverly, MA and has over 39 years of experience in the finance industry.

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