DM
David B. Mcnamee
MEASURED WEALTH PRIVATE CLIENT GROUP
Sanford, ME 04073
Some features on this profile are disabled
CRD#: 3223069
DM
Professional summary
David Bruce Mcnamee, CFP®, who also goes by D. Bruce Mcnamee, David Mcnamee, is a registered financial advisor currently at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC located in Sanford, Maine.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 2 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
D. Bruce Mcnamee | David Mcnamee
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.
DIRECTOR (1991 - PRESENT), PARTNERS BANK, 900 MAIN STREET SANFORD, MAINE 04073; LOCAL COMMUNITY MUTUAL BANK, NON-INVESTMENT RELATED, LESS THAN 10% TIME COMMITMENT.
INDEPENDENT ACCOUNTANT (2008 - PRESENT), D. BRUCE MCNAMEE CPA 6B WASHINGTON ST SUITE 101 SANFORD ME 04073, NON-INVESTMENT RELATED, LESS THAN 200 HOURS PER YEAR TIME COMMITMENT.
TREASURER FOR COMMUNITY BAPTIST CHURCH (2008 - PRESENT) CLARKS BRIDGE ROAD, N. WATERBORO, ME 04061; APPROXIMATELY 75 HOURS PER YEAR TIME COMMITMENT.
CRS (Client Relationship Summary) - RIA
Click below to view David Bruce Mcnamee's 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®
CFP®
Start date: 2004
Experience
Current
January 2, 2018 - Present
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
Office #1: 6 B Washington St. Suite 101, Sanford, ME 04073RIA
CRD#: 170442
Sanford, ME
Past
September 24, 1999 - December 31, 2017
CLM CAPITAL MANAGEMENT LLC
RIA
CRD#: 114835
SANFORD, ME
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".
MW
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH
CRD#: 170442 / SEC#: 801-80056
RIA
Registered Investment Advisory firm - (7/18/2014 Approved)Maine
Registered Investment Advisory firm - (8/11/2014 Terminated)Massachusetts
Registered Investment Advisory firm - (8/1/2014 Terminated)New Hampshire
Registered Investment Advisory firm - (9/4/2014 Terminated)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
Maine(1/2/2018)
IAR
New Hampshire(1/2/2018)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
MW
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH
CRD#: 170442 / SEC#: 801-80056
RIA
Registered Investment Advisory firm - (7/18/2014 Approved)Maine
Registered Investment Advisory firm - (8/11/2014 Terminated)Massachusetts
Registered Investment Advisory firm - (8/1/2014 Terminated)New Hampshire
Registered Investment Advisory firm - (9/4/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 Islington Street, Portsmouth, NH 03801
Mailing Address
Phone number
(603) 431-1444
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,305 |
| AUM (Assets Under Management) | $ 463,984,110 |
Red Flags
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