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MM

Michael Mccully

NEFPG
Burlington, MA 01803
Some features on this profile are disabled
CRD#: 4082184
MM

Professional summary

Michael Mccully, who also goes by Michael William Mccully, Mike Mccully, is a registered financial advisor currently at NEFPG located in Burlington, Massachusetts and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Burlington, Massachusetts.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael William Mccully | Mike Mccully

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)Name of Business: NEFPG, LLC Address: 69 Winn St, Burlington, MA, 01803-4806, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Client services for RIA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Mccully'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®
None

Experience

Current

August 16, 2022 - Present

NEFPG

Office #1: 69 Winn Street, Burlington, MA 01803
RIA
CRD#: 105254
Burlington, MA
Current

May 12, 2022 - Present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Office #1: 69 Winn Sreet, Burlington, MA 01803-4199
BD
CRD#: 6694
Burlington, MA
Past

February 15, 2012 - June 10, 2013

WELLESLEY ASSET MANAGEMENT, INC.

RIA
CRD#: 116176
WELLESLEY, MA
Past

November 29, 2011 - June 10, 2013

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

March 3, 2010 - October 11, 2011

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

March 17, 2000 - April 24, 2009

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

BD
CRD#: 487
CHARLOTTE, NC

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".
NE
NEFPG
NEFPG | WOJCIK RICHARD J | NEW ENGLAND FINANCIAL PLANNING GROUP, LLC | NEW ENGLAND FINANCIAL PLANNING GROUP

CRD#: 105254 / SEC#: 801-17130

RIA
Registered Investment Advisory firm - (5/17/1982 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(6/14/2022)
IAR
Massachusetts
(8/16/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/10/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/3/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/12/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/22/2022
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/27/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/16/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/15/2008
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

NE
NEFPG
NEFPG | WOJCIK RICHARD J | NEW ENGLAND FINANCIAL PLANNING GROUP, LLC | NEW ENGLAND FINANCIAL PLANNING GROUP

CRD#: 105254 / SEC#: 801-17130

RIA
Registered Investment Advisory firm - (5/17/1982 Approved)
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Contact information

Main Address
69 Winn Street, Burlington, MA 01803
Mailing Address
Phone number
(781) 272-2200
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NEFPG FORM ADV PART 2A (SEPTEMBER 25, 2025) (9/25/2025)

Regulatory assets under management

Total Number of Accounts709
AUM (Assets Under Management)$ 226,887,104

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.

Company Information

NEFPG

CRD#: 105254Burlington, MA 01803

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