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Craig Dickson Moreshead

ALPHA PENSION GROUP, INC.·LEXINGTON, Massachusetts
Unclaimed Profile
70 WESTVIEW STREET, LEXINGTON, MA 02421CRD# 2076630Firm CRD# 171290
01

About

Craig Dickson Moreshead is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with ALPHA PENSION GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
ALPHA PENSION GROUP, INC.
ALPHA PENSION GROUP, INC.
AUM
$8M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at ALPHA PENSION GROUP, INC. →
Services
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2076630
Firm CRD# 171290
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Dickson Moreshead offer?
Craig Dickson Moreshead is a registered financial advisor in LEXINGTON, Massachusetts. Contact their office for details on services offered.
What are Craig Dickson Moreshead's credentials?
Craig Dickson Moreshead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Dickson Moreshead located?
Craig Dickson Moreshead is based in LEXINGTON, Massachusetts, working with ALPHA PENSION GROUP, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Craig Dickson Moreshead charge for services?
Craig Dickson Moreshead'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 ALPHA PENSION GROUP, INC.?
ALPHA PENSION GROUP, INC. has approximately 22 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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