Investment adviser representative · Prime Buchholz LLC
Ian D. Macpherson
CRD 4920475 · Portsmouth, NH
At a glance
Ian D. Macpherson is an investment adviser representative with Prime Buchholz LLC in Portsmouth, NH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ian’s SEC record dates to 2005, about 21 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Prime Buchholz LLCSince March 2023Portsmouth, NH · $14B in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Prime Buchholz LLC
- Timothy M. JarryPortsmouth · Chartered Financial Analyst
- William F. McCarronPortsmouth
- Richard M. MorrisonPortsmouth · Chartered Financial Analyst
- Christopher ShawPortsmouth
- John S. KaneBoston · Chartered Financial Analyst
Every advisor at Prime Buchholz LLC →Prime Buchholz LLC: assets, clients and custodians →Financial advisors in Portsmouth, NH →Every Prime Buchholz LLC advisor in Portsmouth →Advisor Moves: who changed firms this week →