Unclaimed Profile

Heather Lynn Foley

PARK STREET CAPITAL ADVISERS, L.L.C.·BOSTON, Massachusetts

Clean recordPARK STREET CAPITAL ADVISERS, L.L.C.

100 CAMBRIDGE STREET, BOSTON, MA 02214CRD# 5030391Firm CRD# 115443

Profile Verification

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

Identity

Heather Lynn Foley · BOSTON, MA

Registration

CRD #5030391 · PARK STREET CAPITAL ADVISERS, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Heather Lynn Foley is a registered financial advisor based in BOSTON, Massachusetts, affiliated with PARK STREET CAPITAL ADVISERS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Heather

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Heather is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

PARK STREET CAPITAL ADVISERS, L.L.C.

AUM

$798M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PARK STREET CAPITAL ADVISERS, L.L.C. →

Services

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5030391

Firm CRD# 115443

View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Heather Lynn Foley offer?

Heather Lynn Foley specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are Heather Lynn Foley's credentials?

Heather Lynn Foley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heather Lynn Foley located?

Heather Lynn Foley is based in BOSTON, Massachusetts, working with PARK STREET CAPITAL ADVISERS, L.L.C.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Heather Lynn Foley charge for services?

Heather Lynn Foley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARK STREET CAPITAL ADVISERS, L.L.C.?

PARK STREET CAPITAL ADVISERS, L.L.C. has approximately 6 employees and manages $798M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →