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Janice Darlene Mcgarry

Allworth Financial, L.P.

Folsom, CA

Lynnfield, MA

Sachetta, LLC

Lynnfield, MA

CRD 3191452

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Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-11
  • MA RA
    APPROVED
    Since 2026-08-11

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

600 Market Street Suite 684, Lynnfield, MA 01940 • United States

Sachetta, Llc

600 Market Street Suite 684, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-03-08
  • MA RA
    APPROVED
    Since 2022-03-08

Branch Locations

600 Market Street Suite 684, Lynnfield, MA 01940 • 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
Wealth Management Advisors, Llc Tewksbury MA 08/2010 12/2021
Sachetta, Llc Lynnfield MA 01/2022 07/2026
Allworth Financial Lynnfield MA 07/2026 Present
  • 08/2010 → 12/2021
    Wealth Management Advisors, Llc
    Tewksbury, MA
  • 01/2022 → 07/2026
    Sachetta, Llc
    Lynnfield, MA
  • 07/2026 → Present
    Allworth Financial
    Lynnfield, MA
Previous Registrations
  • 2012-12-13 → 2022-03-01
    Wealth Management Advisors, Llc
    Tewksbury, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-13
S63 Uniform Securities Agent State Law Examination 2000-10-10
  • S65 Uniform Investment Adviser Law Examination
    2012-08-13
  • S63 Uniform Securities Agent State Law Examination
    2000-10-10
Other Names
  • Janice Darlene Freni
  • Janice D Mcgarry

View on SEC IAPD

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