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Current Employers
Cadence Wealth Management Llc

1800 West Park Drive Suite 330, Westborough, MA 01581 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2012-05-01
  • MA RA
    APPROVED
    Since 2012-05-01

Branch Locations

1800 West Park Drive Suite 330, Westborough, MA 01581 • 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
Purshe Kaplan Sterling Investments Albany NY 01/2012 Present
Cadence Wealth Mgmt Westborough MA 10/2010 Present
  • 01/2012 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 10/2010 → Present
    Cadence Wealth Mgmt
    Westborough, MA
Other Businesses

1) CADENCE WEALTH MANAGEMENT; INVESTMENT RELATED; 1800 WEST PARK DR STE 330 WESTBORO, MA 01581; RIA; VICE PRESIDENT OF CLIENT EXPERIENCE; START DATE: 10/2010; APPROX 160 HRS/MO; BACK HOUSE OPERATIONS, PROCESSING APPLICATIONS, TRACKING ADVISOR BUSINESS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-03
  • S66 Uniform Combined State Law Examination
    2007-08-03
Other Names
  • Michael George Downey
  • Michael George Downey

View on SEC IAPD

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