SECHREST FINANCIAL SERVICES LLC of ACTON, MA is an SEC-registered investment adviser (CRD 128688). Regulatory assets under management: $199.2M.
Compensation: Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jarod Jonathan Bloom | MANAGING MEMBER, CCO | — |
| SECHREST CYNTHIA GLAZIER | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; CHIEF COMPLIANCE OFFICER, PRINCIPAL; PRINCIPAL (+1 more) | — |
| BLOOM JAROD JONATHAN | MANAGING MEMBER, CCO; PRINCIPAL; PRINCIPAL, CCO (+1 more) | — |