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Nicholas Paul Jeffries

M3 ADVISORY GROUP, LLC·NEEDHAM HEIGHTS, Massachusetts
Unclaimed Profile
60 KENDRICK STREET, NEEDHAM HEIGHTS, MA 02494CRD# 7704690Firm CRD# 156208
01

About

Nicholas Paul Jeffries is a registered financial advisor based in NEEDHAM HEIGHTS, Massachusetts, affiliated with M3 ADVISORY GROUP, LLC. 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
03

Firm Overview

Firm
M3 ADVISORY GROUP, LLC
M3 ADVISORY GROUP, LLC
AUM
$279M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at M3 ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7704690
Firm CRD# 156208
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Paul Jeffries offer?
Nicholas Paul Jeffries specializes in Financial Planning, Investment Management. Contact their office in NEEDHAM HEIGHTS, Massachusetts for a consultation.
What are Nicholas Paul Jeffries's credentials?
Nicholas Paul Jeffries is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Paul Jeffries located?
Nicholas Paul Jeffries is based in NEEDHAM HEIGHTS, Massachusetts, working with M3 ADVISORY GROUP, LLC. Their office serves clients in the NEEDHAM HEIGHTS metropolitan area and surrounding communities.
How does Nicholas Paul Jeffries charge for services?
Nicholas Paul Jeffries'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 M3 ADVISORY GROUP, LLC?
M3 ADVISORY GROUP, LLC has approximately 8 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEEDHAM HEIGHTS
Jonas Mccray — SALUS CAPITAL PARTNERS II, LLCJohn Daniel Jeffries — M3 ADVISORY GROUP, LLCAndrew Moser — SALUS CAPITAL PARTNERS II, LLCRobert Kuppens — SALUS CAPITAL PARTNERS II, LLCMarc Price — SALUS CAPITAL PARTNERS II, 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
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