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Daniel Owen Mee

TREMONT REALTY ADVISORS LLC·NEWTON, Massachusetts
Clean recordTREMONT REALTY ADVISORS LLC
255 WASHINGTON STREET, NEWTON, MA 02458-1634CRD# 3048829Firm CRD# 283569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Owen Mee · NEWTON, MA
Registration
CRD #3048829 · TREMONT REALTY ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Owen Mee is a registered financial advisor based in NEWTON, Massachusetts, affiliated with TREMONT REALTY ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TREMONT REALTY CAPITAL LLC
TREMONT REALTY CAPITAL LLC
AUM
$752M
Regulatory assets under management
Employees
32
Total firm employees
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: A PERCENTAGE OF THE EQUITY OF A CLIENT
Regulatory
SEC/IARD CRD# 3048829
Firm CRD# 283569
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05

Frequently Asked Questions

What services does Daniel Owen Mee offer?
Daniel Owen Mee specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.
What are Daniel Owen Mee's credentials?
Daniel Owen Mee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Owen Mee located?
Daniel Owen Mee is based in NEWTON, Massachusetts, working with TREMONT REALTY ADVISORS LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Daniel Owen Mee charge for services?
Daniel Owen Mee's firm is compensated through performance-based fees, other: a percentage of the equity of a client. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TREMONT REALTY ADVISORS LLC?
TREMONT REALTY ADVISORS LLC has approximately 32 employees and manages $752M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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