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Matthew Alton Davis

BOSTON HARBOR WEALTH ADVISORS, LLC·ACTON, Massachusetts
Clean recordBOSTON HARBOR WEALTH ADVISORS, LLC
289 GREAT ROAD, ACTON, MA 01720CRD# 4667592Firm CRD# 282486

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Alton Davis · ACTON, MA
Registration
CRD #4667592 · BOSTON HARBOR WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Alton Davis is a registered financial advisor based in ACTON, Massachusetts, affiliated with BOSTON HARBOR WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BOSTON HARBOR WEALTH ADVISORS, LLC
BOSTON HARBOR WEALTH ADVISORS, LLC
AUM
$380M
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at BOSTON HARBOR WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4667592
Firm CRD# 282486
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Alton Davis offer?
Matthew Alton Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ACTON, Massachusetts for a consultation.
What are Matthew Alton Davis's credentials?
Matthew Alton Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Alton Davis located?
Matthew Alton Davis is based in ACTON, Massachusetts, working with BOSTON HARBOR WEALTH ADVISORS, LLC. Their office serves clients in the ACTON metropolitan area and surrounding communities.
How does Matthew Alton Davis charge for services?
Matthew Alton Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOSTON HARBOR WEALTH ADVISORS, LLC?
BOSTON HARBOR WEALTH ADVISORS, LLC has approximately 32 employees and manages $380M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ryan David Hendrickson
ACTON, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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