Michael J. Mcnamara

MCNAMARA FINANCIAL SERVICES

Marshfield, MA 02050

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CRD#: 1031558

Professional summary

Michael Joseph Mcnamara, AIF®, CFP® is a registered financial advisor currently at MCNAMARA FINANCIAL SERVICES, INC. located in Marshfield, Massachusetts.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Michael has worked at 4 firms and has passed the Series 63, Series 5, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. TRUSTEE FOR FAMILY-RELATED TRUSTS; INVESTMENT RELATED. 2. MCNAMARA FINANCIAL SERVICES, INC.; PRESIDENT AND OWNER; ENTITY CREATED FOR SECURITIES BUSINESS; INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Mcnamara's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1991

Experience

Current

September 10, 2010 - Present

MCNAMARA FINANCIAL SERVICES, INC.

Office #1: 1020 Plain Street Suite 200, Marshfield, MA 02050

RIA

CRD#: 154311

Marshfield, MA

Past

February 15, 1996 - October 1, 2010

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

MARSHFIELD, MA

Past

January 24, 1985 - October 1, 2010

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

MARSHFIELD, MA

Past

May 4, 1984 - December 28, 1984

WINTHROP SECURITIES CO., INC.

CRD#: 6925

Past

March 2, 1982 - March 16, 1984

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MCNAMARA FINANCIAL SERVICES, INC.

MCNAMARA FINANCIAL SERVICES, INC. | MCNAMARA OF THE MERRIMACK VALLEY

CRD#: 154311 / SEC#: 801-71682

RIA

Registered Investment Advisory firm - (7/29/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/10/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/11/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 5

Date: 4/28/1983

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 2/20/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 5/22/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/29/1986

General Securities Principal Examination

Current Firm

MCNAMARA FINANCIAL SERVICES, INC.

MCNAMARA FINANCIAL SERVICES, INC. | MCNAMARA OF THE MERRIMACK VALLEY

CRD#: 154311 / SEC#: 801-71682

RIA

Registered Investment Advisory firm - (7/29/2010 Approved)

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Contact information

Main Address

1020 Plain Street Suite 200, Marshfield, MA 02050

Mailing Address

Phone number

(781) 834-2010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCNAMARA FINANCIAL SERVICES, INC - FORM ADV2A DISCLOSURE BROCHURE (4/24/2025)

Regulatory assets under management

Total Number of Accounts	2,639
AUM (Assets Under Management)	$ 680,118,220

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael J. Mcnamara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Mcnamara's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

WINTHROP SECURITIES CO., INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

MCNAMARA FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/11/1982

Series 5

Date: 4/28/1983

Series 7

Date: 2/20/1982

Series 51

Date: 5/22/2003

Series 24

Date: 4/29/1986

Current Firm

MCNAMARA FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCNAMARA FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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