Sechrest Financial Services
Sechrest Financial Services (CRD# 128688) is a financial advisory firm headquartered in Acton, MA. They manage $152,898,882 in 330 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management153MILLION
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Total Number of Accounts330ACCOUNTS
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Average Account Value$463,330
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Sechrest Financial Services
1
Jarod Bloom (CRD# 4551487) is an Investment Advisor Representative working at Sechrest Financial Services in Acton, MA and has over 24 years of experience in the finance industry.
2
Nancy Vaccaro (CRD# 7435093) is an Investment Advisor Representative working at Sechrest Financial Services in Acton, MA and has 1 year of experience in the finance industry.
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