AdvisorOS Directory
Claim Profile
MG

Mark Charles Grader

LITTLE HARBOR ADVISORS, LLC·MARBLEHEAD, Massachusetts
Unclaimed Profile
30 DOAKS LANE, MARBLEHEAD, MA 01945CRD# 2531780Firm CRD# 168700
01

About

Mark Charles Grader is a registered financial advisor based in MARBLEHEAD, Massachusetts, affiliated with LITTLE HARBOR ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
LITTLE HARBOR ADVISORS, LLC
LITTLE HARBOR ADVISORS, LLC
AUM
$205M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at LITTLE HARBOR ADVISORS, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: MODEL DELIVERY FEES.
Regulatory
SEC/IARD CRD# 2531780
Firm CRD# 168700
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MARBLEHEAD?

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

Browse MARBLEHEAD 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 Mark Charles Grader offer?
Mark Charles Grader specializes in Investment Management, Retirement Planning. Contact their office in MARBLEHEAD, Massachusetts for a consultation.
What are Mark Charles Grader's credentials?
Mark Charles Grader is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Charles Grader located?
Mark Charles Grader is based in MARBLEHEAD, Massachusetts, working with LITTLE HARBOR ADVISORS, LLC. Their office serves clients in the MARBLEHEAD metropolitan area and surrounding communities.
How does Mark Charles Grader charge for services?
Mark Charles Grader's firm is compensated through percentage of aum, other: model delivery fees.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LITTLE HARBOR ADVISORS, LLC?
LITTLE HARBOR ADVISORS, LLC has approximately 14 employees and manages $205M 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 MARBLEHEAD
Alexander Schweickhardt — LITTLE HARBOR ADVISORS, LLCRobert Charles Barringer — MOODY ALDRICH PARTNERS, LLCScott Michael Spangler — MOODY ALDRICH PARTNERS, LLCJoseph Francis Stowell Iii — HARVEST FUNDS MANAGEMENT, LLCRichard Joseph Bonzagni — MOODY ALDRICH PARTNERS, 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