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Peter + Canniff - Financial Advisor in Westford, MA

Paladin Research Report For:

Peter Canniff

Advanced Portfolio Design, LLC

515 Groton Road
Suite 201
Westford, MA 01886
978-850-4910

General Information

CRD#
  • 2513892
Name of Custodial Firm
  • Fidelity/National Financial Srvs, Nationwide
Years of Experience in Financial Services
  • 27
Work with the following types of clients
  • Individual Investors, Other
Advisory Services Provided
  • Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Individuals, Financial Advice & Consulting

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®

Firm Information

Advisor's Number of Clients
  • 65
Assets Managed by Advisor
  • $500000

Compensation and Fees

Compensation Methods
  • Based on Assets, Hourly, Flat Fee

Education

Bachelor's -
  • Fitchburg State College
    -

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1886647/paladinregistry-advanced-portfolio-design,-llc-detailed-disclosure

BASIC INFORMATION NEEDED FOR THE INQUIRY