President & Director · McNamara Financial Services, Inc.
Michael J. McNamara
CRD 1031558 · Named on Form ADV at one SEC-registered adviser
At a glance
McNamara Financial Services, Inc., an SEC-registered wealth manager based in Marshfield, MA with $798 million in regulatory assets, lists Michael J. McNamara on its Form ADV as President & Director, a control person.
Firms and roles
- McNamara Financial Services, Inc.President & DirectorWealth manager · Marshfield, MA · $798M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Alyssa M. ReedChief Compliance Officer, Secretary,treasurer, McNamara Financial Services, Inc.
- Justin J. McNamaraVice President, McNamara Financial Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.