M3 ADVISORY GROUP, LLC of NEEDHAM HEIGHTS, MA is an SEC-registered investment adviser (CRD 156208). Regulatory assets under management: $342.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (781) 371-2672 |
| BOSTON | MA | 1 | (781) 371-2670 |