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M3 Advisory Group, LLC CRD 156208
$342M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
60 Kendrick Street Suite 203, Needham Heights, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-11 |
| MA | RA | APPROVED | 2020-02-20 |
Branch Locations
60 Kendrick Street Suite 203, Needham Heights, MA 02494 • United States
Sarasota, FL • 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 |
|---|---|---|---|---|
| M3 Advisory Group, Llc | Needham Heights | MA | 02/2015 | 11/2018 |
| Integrated Wealth Concepts Llc | Rockland | MA | 09/2018 | 03/2020 |
| M3 Advisory Group, Llc Dba M3 Family Office Llc | Needham Heights | MA | 02/2020 | Present |
1) LICENSED INSURANCE AGENT INDEPENDENT INSURANCE AGENT; DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE AND GROUP HEALTH INSURANCE; SINCE 7/2002; APPROX 20 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-10 |
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