# M3 ADVISORY GROUP, LLC

M3 ADVISORY GROUP, LLC of NEEDHAM HEIGHTS, MA is an SEC-registered investment adviser.

## Registration

- CRD: 156208
- Type: SEC-registered investment adviser
- SEC file number: 801-120905
- Location: 60 KENDRICK STREET, SUITE 203, NEEDHAM HEIGHTS, MA, 02494
- Phone: (781) 371-2670
- Latest filing: 2026-04-15
- Regulatory AUM: $342.0M
- Discretionary AUM: $307.0M
- Non-discretionary AUM: $35.0M
- Clients: 6
- Accounts: 671

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| John Daniel Jeffries | FOUNDER, MANAGING DIRECTOR | — |
| Nicholas Paul Jeffries | CHIEF COMPLIANCE OFFICER | — |
| SCIONTI MARK WILLIAM | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| FISKIO MARK HENRY | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| KELLOGG MICHAEL WELLINGTON | INVESTOR | — |
| JEFFRIES JOHN DANIEL | FOUNDER, MANAGING DIRECTOR; FOUNDER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| Jeffries Nicholas Paul | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (781) 371-2672 |
| BOSTON | MA | 1 | (781) 371-2670 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156208/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156208/similar
- Related entities: https://search.stillhousedata.com/firm/156208/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156208

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.