Unclaimed Profile

Alexandria Morgan Dunn

AFFINIA FINANCIAL GROUP, LLC·BURLINGTON, Massachusetts

SIE, Series 6, Series 7, Series 66CFPClean record15 years registeredAFFINIA FINANCIAL GROUP, LLC

80 BLANCHARD ROAD, BURLINGTON, MA 01803CRD# 5695354Firm CRD# 304665

Profile Verification

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

Identity

Alexandria Morgan Dunn · BURLINGTON, MA

Registration

CRD #5695354 · AFFINIA FINANCIAL GROUP, LLC · 15 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Sep 2023 – present

AFFINIA FINANCIAL GROUP, LLC

Aug 2019 – Sep 2023

BURLINGTON, MA

SHEPHERD FINANCIAL PARTNERS, LLC

Sep 2015 – Oct 2019

WINCHESTER, MA

LPL FINANCIAL LLC

Oct 2010 – Mar 2016

BURLINGTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · October 7, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AFFINIA FINANCIAL GROUP, LLC

CRD 304665 · SEC 801-116945

AUM

$363M

Regulatory assets under management

Employees

942 client accounts

Services offered by AFFINIA FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AFFINIA FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Alexandria Morgan Dunn offer?

Alexandria Morgan Dunn specializes in Financial Planning, Investment Management. Contact their office in BURLINGTON, Massachusetts for a consultation.

What are Alexandria Morgan Dunn's credentials?

Alexandria Morgan Dunn holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Alexandria Morgan Dunn located?

Alexandria Morgan Dunn is based in BURLINGTON, Massachusetts, working with AFFINIA FINANCIAL GROUP, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.

How does Alexandria Morgan Dunn charge for services?

Alexandria Morgan Dunn'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 AFFINIA FINANCIAL GROUP, LLC?

AFFINIA FINANCIAL GROUP, LLC has approximately 10 employees and manages $363M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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