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David Michael Frazier

WORCESTER COUNTY FIDUCIARY ADVISORS INC·WORCESTER, Massachusetts
Unclaimed Profile
11 NORWICH STREET, WORCESTER, MA 01608-2421CRD# 4360649Firm CRD# 106653
01

About

David Michael Frazier is a registered financial advisor based in WORCESTER, Massachusetts, affiliated with WORCESTER COUNTY FIDUCIARY ADVISORS INC. 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
03

Firm Overview

Firm
WORCESTER COUNTY FIDUCIARY ADVISORS INC
WORCESTER COUNTY FIDUCIARY ADVISORS INC
AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WORCESTER COUNTY FIDUCIARY ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4360649
Firm CRD# 106653
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Michael Frazier offer?
David Michael Frazier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WORCESTER, Massachusetts for a consultation.
What are David Michael Frazier's credentials?
David Michael Frazier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Frazier located?
David Michael Frazier is based in WORCESTER, Massachusetts, working with WORCESTER COUNTY FIDUCIARY ADVISORS INC. Their office serves clients in the WORCESTER metropolitan area and surrounding communities.
How does David Michael Frazier charge for services?
David Michael Frazier's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WORCESTER COUNTY FIDUCIARY ADVISORS INC?
WORCESTER COUNTY FIDUCIARY ADVISORS INC has approximately 1 employees and manages $48M 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)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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