Michael
Mccully

Nefpg

CRD#4082184
Investment Advisor
in Burlington, MA

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About this Advisor

Michael Mccully is a financial advisor who works out of Burlington, Massachusetts with a total of 1 year of relevant experience. Mccully is currently employed by Nefpg. Over the course of their career, Mccully has held roles at Wellesley Investment Advisors, Inc, Northern Lights Distributors, LLC, Raymond James Financial Services, Inc, Sun Life Financial and Nefpg, LLC. Mccully has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to serve investors in Massachusetts. Nefpg is an advisory firm headquartered in Burlington, MA. It manages $203 million in total assets across its 709 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 709 customer accounts, 32% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on the services offered. However, fee types billed by Nefpg can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

69 Winn Street
Burlington, MA 01803

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Nefpg Brokerage Details

Total Assets Under Management

$202,452,763

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

6

MA Average: 118
Total Number of Accounts

709

MA Average: 4,567
Average Account Size

$285,547

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Mccully Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Nefpg, LLC

2020 - Present (4 years)

Raymond James Financial Services, Inc

2020 - Present (4 years)

Nefpg, LLC

2013 - 2019 (6 years)

Sun Life Financial

2011 - 2013 (2 years)

Wellesley Investment Advisors, Inc

2011 - 2013 (2 years)

Northern Lights Distributors, LLC

*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 Michael Mccully 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 Nefpg

Michael Mccully
Burlington, MA
Bradford Nichols
Burlington, MA
Richard Wojcik
Burlington, 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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