AdvisorOS Directory
Claim Profile
AD

Alexandria Morgan Dunn

AFFINIA FINANCIAL GROUP, LLC·BURLINGTON, Massachusetts
Unclaimed Profile
80 BLANCHARD ROAD, BURLINGTON, MA 01803CRD# 5695354Firm CRD# 304665
01

About

Alexandria Morgan Dunn is a registered financial advisor based in BURLINGTON, Massachusetts, affiliated with AFFINIA FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AFFINIA FINANCIAL GROUP, LLC
AFFINIA FINANCIAL GROUP, LLC
AUM
$363M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at AFFINIA FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5695354
Firm CRD# 304665
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BURLINGTON?

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

Browse BURLINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BURLINGTON
David James Mcquaid — ALTERNATIVE ROAD INVESTMENT ADVISERS, LLCGeorge E. Newfield — CORNERSTONE FINANCIAL MANAGEMENT LLCRichard Joseph Wojcik — NEW ENGLAND FINANCIAL PLANNING GROUP, LLCDonald A. Sullivan — GREYLOCK MANAGEMENT CORPORATIONJan Soren Haas — BLUEIO MANAGEMENT, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile