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William Nicholas Mckenna

DIVERSIFIED FINANCIAL MANAGEMENT INC.·NORWELL, Massachusetts
Clean recordDIVERSIFIED FINANCIAL MANAGEMENT INC.
80 WASHINGTON STREET, NORWELL, MA 02061CRD# 1043693Firm CRD# 127264

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Nicholas Mckenna · NORWELL, MA
Registration
CRD #1043693 · DIVERSIFIED FINANCIAL MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Nicholas Mckenna is a registered financial advisor based in NORWELL, Massachusetts, affiliated with DIVERSIFIED FINANCIAL MANAGEMENT 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
DIVERSIFIED FINANCIAL MANAGEMENT INC.
DIVERSIFIED FINANCIAL MANAGEMENT INC.
AUM
$115M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DIVERSIFIED FINANCIAL MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1043693
Firm CRD# 127264
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Nicholas Mckenna offer?
William Nicholas Mckenna specializes in Financial Planning, Investment Management. Contact their office in NORWELL, Massachusetts for a consultation.
What are William Nicholas Mckenna's credentials?
William Nicholas Mckenna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Nicholas Mckenna located?
William Nicholas Mckenna is based in NORWELL, Massachusetts, working with DIVERSIFIED FINANCIAL MANAGEMENT INC.. Their office serves clients in the NORWELL metropolitan area and surrounding communities.
How does William Nicholas Mckenna charge for services?
William Nicholas Mckenna'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 DIVERSIFIED FINANCIAL MANAGEMENT INC.?
DIVERSIFIED FINANCIAL MANAGEMENT INC. has approximately 2 employees and manages $115M 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)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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Research
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