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David Matthew Ferris

FERRIS CAPITAL, LLC·SOUTHBOROUGH, Massachusetts
Clean recordFERRIS CAPITAL, LLC
118 TURNPIKE ROAD, SOUTHBOROUGH, MA 01772CRD# 2936882Firm CRD# 160116

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Matthew Ferris · SOUTHBOROUGH, MA
Registration
CRD #2936882 · FERRIS CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Matthew Ferris is a registered financial advisor based in SOUTHBOROUGH, Massachusetts, affiliated with FERRIS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
FERRIS CAPITAL, LLC
FERRIS CAPITAL, LLC
AUM
$756M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FERRIS CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2936882
Firm CRD# 160116
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Matthew Ferris offer?
David Matthew Ferris specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHBOROUGH, Massachusetts for a consultation.
What are David Matthew Ferris's credentials?
David Matthew Ferris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Matthew Ferris located?
David Matthew Ferris is based in SOUTHBOROUGH, Massachusetts, working with FERRIS CAPITAL, LLC. Their office serves clients in the SOUTHBOROUGH metropolitan area and surrounding communities.
How does David Matthew Ferris charge for services?
David Matthew Ferris'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 FERRIS CAPITAL, LLC?
FERRIS CAPITAL, LLC has approximately 8 employees and manages $756M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FERRIS CAPITAL, LLC

Cornelius Anthony Ferris
MASHPEE, MA
Matthew James Russell
SOUTHBOROUGH, MA

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Research
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