Maria
Kondracki Dwyer

Compass Capital Corporation

CRD#844274
Investment Advisor
in Braintree, MA

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About this Advisor

Maria Kondracki Dwyer is a financial advisor working out of Braintree, Massachusetts with 5 years of relevant experience. Kondracki Dwyer is an employee of Compass Capital Corporation. Over the course of their career, Kondracki Dwyer has held roles at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Compass Securities Corporation, Compass Capital Corporation and New England Securities. Kondracki Dwyer holds a Series 63 license, qualifying them as a securities broker, and is registered to serve investors in Florida and New Jersey. Compass Capital Corporation is a company operating out of Braintree, MA. It has offices in three locations and a total of 17 advisors. It administers $476 million in assets under management between its 1,327 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 1,327 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees are based on which services the firm provides the client. However, fee types charged by Compass Capital Corporation can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 Braintree Hill Office Park Suite 105
Braintree, MA 02184-8734

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Compass Capital Corporation Brokerage Details

Total Assets Under Management

$476,368,663

MA Average: $16,012,751,954
Total Number of Employees

17

MA Average: 118
Total Number of Accounts

1,327

MA Average: 4,567
Average Account Size

$358,982

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Maria Kondracki Dwyer Work History

Maria has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Compass Securities Corporation

2018 - Present (6 years)

Compass Capital Corporation

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Massachusetts Mutual Life Insurance Company

2015 - 2016 (1 year)

Metlife Securities Inc

1989 - 2015 (26 years)

New England Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Maria Kondracki Dwyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Compass Capital Corporation

Peter Montalbano
Braintree, MA
Scott Chaisson
Braintree, MA
Seth Chadwick
Lutz, FL
David Morgan
Braintree, MA
Tyler Chaisson
Braintree, MA
Omar Mian
Braintree, MA
Bruce Winans
Braintree, MA
John Coyne
Braintree, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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