M3 ADVISORY GROUP, LLC

NEEDHAM HEIGHTS, Massachusetts·3 registered advisors·CRD# 156208
SEC# 801-1209051(781) 371-2670
01

Firm Overview

AUM
$279M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at M3 ADVISORY GROUP, LLC

3 registered advisors
John Daniel Jeffries
NEEDHAM HEIGHTS, Massachusetts
Mark William Scionti
NEWTON, Massachusetts
Nicholas Paul Jeffries
NEEDHAM HEIGHTS, Massachusetts
05

Office Locations

NEEDHAM HEIGHTS, Massachusetts
2 advisors
NEWTON, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. M3 ADVISORY GROUP, LLC (CRD# 156208) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.