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John P. Fredette

Cmh Wealth Management, LLC

Rye, NH

Portsmouth, NH

CRD 6835879

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Employer firm

Cmh Wealth Management, LLC CRD 150138

$813M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Cmh Wealth Management, Llc

100 Market Street Suite 201, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2017-07-25
  • NH RA
    APPROVED
    Since 2017-07-25

Branch Locations

Rye, NH • United States

100 Market Street Suite 201, Portsmouth, NH 03801 • 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
Piscataqua Savings Bank Portsmouth NH 01/2013 06/2017
Cmh Wealth Management, Llc North Hampton NH 07/2017 12/2021
Cmh Wealth Management, Llc North Hampton NH 01/2022 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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