Unclaimed Profile

John William Nadworny

AFFINIA FINANCIAL GROUP, LLC·BURLINGTON, Massachusetts

SIE, Series 6, Series 7, Series 22, Series 63, Series 99TOCFP ChFC22 years registeredAFFINIA FINANCIAL GROUP, LLC

80 BLANCHARD ROAD, BURLINGTON, MA 01803CRD# 1605754Firm CRD# 304665

Profile Verification

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

Identity

John William Nadworny · BURLINGTON, MA

Registration

CRD #1605754 · AFFINIA FINANCIAL GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AFFINIA FINANCIAL GROUP, LLC

SEQUOIA FINANCIAL GROUP, L.L.C.

Sep 2023 – Sep 2024

Burlington, MA

AFFINIA FINANCIAL GROUP, LLC

Aug 2019 – Sep 2023

BURLINGTON, MA

SHEPHERD FINANCIAL PARTNERS, LLC

Sep 2015 – Oct 2019

WINCHESTER, MA

SPECIAL NEEDS FINANCIAL PLANNING LLC

Feb 2007 – Jun 2011

WALTHAM, MA

LPL FINANCIAL LLC

Jan 2006 – Jun 2017

BURLINGTON, MA

BAY FINANCIAL ADVISORS, INC.

Apr 2004 – Aug 2011

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Series 99TO

Registration record

First registered · April 7, 2004

Years registered · 22

Professional designations · CFP, ChFC

Disclosure History

2017Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 John William Nadworny offer?

John William Nadworny specializes in Financial Planning, Investment Management.

What are John William Nadworny's credentials?

John William Nadworny holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John William Nadworny located?

John William Nadworny is based in BURLINGTON, Massachusetts, last registered with AFFINIA FINANCIAL GROUP, LLC.

How does John William Nadworny charge for services?

John William Nadworny'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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