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Mcnamara Financial Services, Inc. CRD 154311
$798M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1020 Plain Street Suite 200, Marshfield, MA 02050 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2010-09-10 |
Branch Locations
1020 Plain Street Suite 200, Marshfield, MA 02050 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcnamara Financial Services, Inc. | Marshfield | MA | 10/2010 | Present |
1. TRUSTEE FOR FAMILY-RELATED TRUSTS; INVESTMENT RELATED. 2. MCNAMARA FINANCIAL SERVICES, INC.; PRESIDENT AND OWNER; ENTITY CREATED FOR SECURITIES BUSINESS; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-03-11 |
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