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Alyssa Mcnamara Reed

MCNAMARA FINANCIAL SERVICES, INC.·MARSHFIELD, Massachusetts
Clean recordMCNAMARA FINANCIAL SERVICES, INC.
1020 PLAIN STREET, MARSHFIELD, MA 02050CRD# 4948980Firm CRD# 154311

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alyssa Mcnamara Reed · MARSHFIELD, MA
Registration
CRD #4948980 · MCNAMARA FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alyssa Mcnamara Reed is a registered financial advisor based in MARSHFIELD, Massachusetts, affiliated with MCNAMARA FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MCNAMARA FINANCIAL SERVICES, INC.
MCNAMARA FINANCIAL SERVICES, INC.
AUM
$605M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at MCNAMARA FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4948980
Firm CRD# 154311
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alyssa Mcnamara Reed offer?
Alyssa Mcnamara Reed specializes in Financial Planning, Investment Management. Contact their office in MARSHFIELD, Massachusetts for a consultation.
What are Alyssa Mcnamara Reed's credentials?
Alyssa Mcnamara Reed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alyssa Mcnamara Reed located?
Alyssa Mcnamara Reed is based in MARSHFIELD, Massachusetts, working with MCNAMARA FINANCIAL SERVICES, INC.. Their office serves clients in the MARSHFIELD metropolitan area and surrounding communities.
How does Alyssa Mcnamara Reed charge for services?
Alyssa Mcnamara Reed'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 MCNAMARA FINANCIAL SERVICES, INC.?
MCNAMARA FINANCIAL SERVICES, INC. has approximately 11 employees and manages $605M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCNAMARA FINANCIAL SERVICES, INC.

Michael Joseph Mcnamara
MARSHFIELD, MA
Justin Jacobson Mcnamara
MARSHFIELD, MA

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Research
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