AdvisorOS Directory
Claim Profile
MD

Mariann Dube

RPG FAMILY WEALTH ADVISORY, LLC·BURLINGTON, Massachusetts
Unclaimed Profile
25 BURLINGTON MALL ROAD, BURLINGTON, MA 01803CRD# 2707770Firm CRD# 158528
01

About

Mariann Dube is a registered financial advisor based in BURLINGTON, Massachusetts, affiliated with RPG FAMILY WEALTH ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
RPG FAMILY WEALTH ADVISORY, LLC
RPG FAMILY WEALTH ADVISORY, LLC
AUM
$492M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at RPG FAMILY WEALTH ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2707770
Firm CRD# 158528
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 Mariann Dube offer?
Mariann Dube specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BURLINGTON, Massachusetts for a consultation.
What are Mariann Dube's credentials?
Mariann Dube is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mariann Dube located?
Mariann Dube is based in BURLINGTON, Massachusetts, working with RPG FAMILY WEALTH ADVISORY, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Mariann Dube charge for services?
Mariann Dube'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 RPG FAMILY WEALTH ADVISORY, LLC?
RPG FAMILY WEALTH ADVISORY, LLC has approximately 24 employees and manages $492M 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