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Roderick Lett Macdonald

LONG WHARF INVESTORS INC·BOSTON, Massachusetts
Series 65Clean record21 years registeredLONG WHARF INVESTORS INC
12 POST OFFICE SQUARE, BOSTON, MA 02109CRD# 4910132Firm CRD# 107036

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roderick Lett Macdonald · BOSTON, MA
Registration
CRD #4910132 · LONG WHARF INVESTORS INC · 21 years registered
Brand Profile
Not yet started
01

Career History

FOCUS PARTNERS WEALTH, LLC
Oct 2014 – present
LONG WHARF INVESTORS
Jan 2005 – Dec 2014
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 28, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LONG WHARF INVESTORS INC
CRD 107036 · SEC 801-49692
AUM
$200M
Regulatory assets under management
Employees
4
129 client accounts
Services offered by LONG WHARF INVESTORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LONG WHARF INVESTORS INC →
Introduction

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05

Frequently Asked Questions

What services does Roderick Lett Macdonald offer?
Roderick Lett Macdonald specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Roderick Lett Macdonald's credentials?
Roderick Lett Macdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roderick Lett Macdonald located?
Roderick Lett Macdonald is based in BOSTON, Massachusetts, working with LONG WHARF INVESTORS INC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Roderick Lett Macdonald charge for services?
Roderick Lett Macdonald'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 LONG WHARF INVESTORS INC?
LONG WHARF INVESTORS INC has approximately 4 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Frederick Keller
BOSTON, MA

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