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Colleen Cooney Macpherson

PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.·BOSTON, Massachusetts
SIE, Series 7, Series 63, Series 65Clean record9 years registeredPENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
155 FEDERAL STREET, BOSTON, MA 02210CRD# 5827676Firm CRD# 105060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Colleen Cooney Macpherson · BOSTON, MA
Registration
CRD #5827676 · PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
Aug 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · August 22, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
CRD 105060 · SEC 801-31820
AUM
$1.0B
Regulatory assets under management
Employees
15
681 client accounts
Services offered by PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. →
Introduction

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05

Frequently Asked Questions

What services does Colleen Cooney Macpherson offer?
Colleen Cooney Macpherson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Colleen Cooney Macpherson's credentials?
Colleen Cooney Macpherson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colleen Cooney Macpherson located?
Colleen Cooney Macpherson is based in BOSTON, Massachusetts, working with PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Colleen Cooney Macpherson charge for services?
Colleen Cooney Macpherson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.?
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. has approximately 15 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.

Eugene Howard Clapp
BOSTON, MA
Daniel Bailey Ford
BOSTON, MA
Douglas Edward Hart
BOSTON, MA

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