Paul Dougherty (CRD# 1098680) is an Investment Advisor Representative working at Boylston Capital Management in Medford, MA and has over 41 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stc Corporation | New York, NY | Jan 2000 - Current | 24 |
| Boylston Capital Management | Medford, MA | Jan 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1983 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management3MILLIONS
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Total Number of Accounts15ACCOUNTS
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Average Account Value$221,898
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MA
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