AdvisorOS Directory
Claim Profile
DM

David James Mcquaid

ALTERNATIVE ROAD INVESTMENT ADVISERS, LLC·BURLINGTON, Massachusetts
Unclaimed Profile
15 NEW ENGLAND EXECUTIVE PARK, BURLINGTON, MA 01803CRD# 5620538Firm CRD# 164306
01

About

David James Mcquaid is a registered financial advisor based in BURLINGTON, Massachusetts, affiliated with ALTERNATIVE ROAD INVESTMENT ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
ALTERNATIVE ROAD INVESTMENT ADVISERS, LLC
ALTERNATIVE ROAD INVESTMENT ADVISERS, LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ALTERNATIVE ROAD INVESTMENT ADVISERS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5620538
Firm CRD# 164306
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 David James Mcquaid offer?
David James Mcquaid specializes in Investment Management, Fee-Only Advisory. Contact their office in BURLINGTON, Massachusetts for a consultation.
What are David James Mcquaid's credentials?
David James Mcquaid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Mcquaid located?
David James Mcquaid is based in BURLINGTON, Massachusetts, working with ALTERNATIVE ROAD INVESTMENT ADVISERS, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does David James Mcquaid charge for services?
David James Mcquaid'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 ALTERNATIVE ROAD INVESTMENT ADVISERS, LLC?
ALTERNATIVE ROAD INVESTMENT ADVISERS, LLC has approximately 1 employees. 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
George E. Newfield — CORNERSTONE FINANCIAL MANAGEMENT LLCRichard Joseph Wojcik — NEW ENGLAND FINANCIAL PLANNING GROUP, LLCDonald A. Sullivan — GREYLOCK MANAGEMENT CORPORATIONHugh Patrick Maginnis — RISK PARADIGM GROUP, LLCJan 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