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Amanda Anne Magee

FINANCIALLY IN TUNE, LLC·STONEHAM, Massachusetts
Clean recordFINANCIALLY IN TUNE, LLC
92 MONTVALE AVENUE, STONEHAM, MA 02180CRD# 6546744Firm CRD# 156200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amanda Anne Magee · STONEHAM, MA
Registration
CRD #6546744 · FINANCIALLY IN TUNE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Amanda Anne Magee is a registered financial advisor based in STONEHAM, Massachusetts, affiliated with FINANCIALLY IN TUNE, 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
FINANCIALLY IN TUNE, LLC
FINANCIALLY IN TUNE
AUM
$223M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FINANCIALLY IN TUNE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6546744
Firm CRD# 156200
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amanda Anne Magee offer?
Amanda Anne Magee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STONEHAM, Massachusetts for a consultation.
What are Amanda Anne Magee's credentials?
Amanda Anne Magee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amanda Anne Magee located?
Amanda Anne Magee is based in STONEHAM, Massachusetts, working with FINANCIALLY IN TUNE, LLC. Their office serves clients in the STONEHAM metropolitan area and surrounding communities.
How does Amanda Anne Magee charge for services?
Amanda Anne Magee's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIALLY IN TUNE, LLC?
FINANCIALLY IN TUNE, LLC has approximately 4 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIALLY IN TUNE, LLC

Philip Clayton Lee
STONEHAM, MA
Jeanne Gibson Sullivan
STONEHAM, MA

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Research
Advisor Fees in MassachusettsNational Fee Analysis
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