Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm provides access to wrap fee advisory programs. They also offer financial planning services to wrap fee clients at no additional charge. The firm also receives compensation from the Bank Deposit Sweep Program (BDSP), creating a conflict of interest.
Areas of Practice
Advisor Information
Office location
75 State Street, Mail Code: MA-SST-INV4, Boston, MA, 02109
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Abdelmagid drives for Uber, dedicating about 10-20% of his time to this non-investment related activity. He also receives trails from fixed insurance products from American United Life, stemming from a previous role as an insurance agent, but spends no time on this currently.