Unclaimed Profile

Jeffrey J St. Mary

PRIO WEALTH LIMITED PARTNERSHIP·BOSTON, Massachusetts

Series 7, Series 66Clean record20 years registeredPRIO WEALTH LIMITED PARTNERSHIP

FRANKLIN STREET, BOSTON, MA 02110CRD# 5125730Firm CRD# 105058

Profile Verification

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

Identity

Jeffrey J St. Mary · BOSTON, MA

Registration

CRD #5125730 · PRIO WEALTH LIMITED PARTNERSHIP · 20 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Jan 2025 – present

PRIO WEALTH LP

Jan 2008 – Feb 2025

BOSTON, MA

LEHMAN BROTHERS INC.

Jun 2006 – Nov 2007

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 8, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIO WEALTH LIMITED PARTNERSHIP

CRD 105058 · SEC 801-31805

AUM

$3.7B

Regulatory assets under management

Employees

1,765 client accounts

Services offered by PRIO WEALTH LIMITED PARTNERSHIP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRIO WEALTH LIMITED PARTNERSHIP →

Introduction

Speak with Jeffrey

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

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

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 Jeffrey J St. Mary offer?

Jeffrey J St. Mary specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Jeffrey J St. Mary's credentials?

Jeffrey J St. Mary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey J St. Mary located?

Jeffrey J St. Mary is based in BOSTON, Massachusetts, working with PRIO WEALTH LIMITED PARTNERSHIP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Jeffrey J St. Mary charge for services?

Jeffrey J St. Mary's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIO WEALTH LIMITED PARTNERSHIP?

PRIO WEALTH LIMITED PARTNERSHIP has approximately 28 employees and manages $3.7B 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 →