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James Michael Mcmanus

Edgewater Financial Services, LLC

Hingham, MA

CRD 1769383

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Employer firm

Edgewater Financial Services, LLC CRD 158311

3 advisory clients

Reported services (Item 5G)

  • Pension consulting
  • 401(K)/403(B) ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Edgewater Financial Services, Llc

Hingham, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-07-26
  • MA RA
    APPROVED
    Since 2011-07-26

Branch Locations

Hingham, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edgewater Financial Services, Llc Hingham MA 06/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-12
S63 Uniform Securities Agent State Law Examination 1988-02-05
  • S65 Uniform Investment Adviser Law Examination
    2011-07-12
  • S63 Uniform Securities Agent State Law Examination
    1988-02-05

View on SEC IAPD

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