Unclaimed Profile

Cynthia Glazier Sechrest

SECHREST FINANCIAL SERVICES LLC·ACTON, Massachusetts

Series 65Clean record23 years registeredSECHREST FINANCIAL SERVICES LLC

525 MAIN STREET SUITE 6, ACTON, MA 01720CRD# 4723958Firm CRD# 128688

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cynthia Glazier Sechrest · ACTON, MA

Registration

CRD #4723958 · SECHREST FINANCIAL SERVICES LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SECHREST FINANCIAL SERVICES LLC

SECHREST FINANCIAL SERVICES

Mar 2003 – Sep 2019

ACTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 6, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SECHREST FINANCIAL SERVICES LLC

CRD 128688 · SEC 801-112402

AUM

$153M

Regulatory assets under management

Employees

330 client accounts

Services offered by SECHREST FINANCIAL SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SECHREST FINANCIAL SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Cynthia Glazier Sechrest offer?

Cynthia Glazier Sechrest specializes in Financial Planning, Investment Management.

What are Cynthia Glazier Sechrest's credentials?

Cynthia Glazier Sechrest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cynthia Glazier Sechrest located?

Cynthia Glazier Sechrest is based in ACTON, Massachusetts, last registered with SECHREST FINANCIAL SERVICES LLC.

How does Cynthia Glazier Sechrest charge for services?

Cynthia Glazier Sechrest's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECHREST FINANCIAL SERVICES LLC?

SECHREST FINANCIAL SERVICES LLC has approximately 4 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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