Gregory M. Doherty

GREGORY M DOHERTY, CPA

DEDHAM, MA 02026

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CRD#: 4858551

Professional summary

Gregory Marsh Doherty, CFP® is a registered financial advisor currently at GREGORY M DOHERTY, CPA located in Dedham, Massachusetts.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Gregory has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Marsh Doherty'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^®

Certified Financial Planner

Start date: 1993

Experience

Current

December 10, 1998 - Present

GREGORY M DOHERTY, CPA

Office #1: 306 High St, Dedham, MA 02026

RIA

CRD#: 129532

DEDHAM, MA

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
(12/10/1998)

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Exams

Current Firm

GREGORY M DOHERTY, CPA

DEDHAM BUSINESS SERVICES ASSOCIATES | GREGORY M DOHERTY, CPA/CFP | GREGORY M DOHERTY, CPA | GREGORY M DOHERTY | DOHERTY, GREGORY M

CRD#: 129532 / SEC#:

Massachusetts

Registered Investment Advisory firm - (12/10/1998 Approved)

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Contact information

Main Address

515 Providence Hgwy L4, Dedham, MA 02026

Mailing Address

Phone number

(781) 461-0212

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	126
AUM (Assets Under Management)	$ 66,727,662

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/19/2024	Cover Page	Report
02/23/2024	Cover Page	Report
03/15/2023	Cover Page	Report

Red Flags

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Gregory M. Doherty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Marsh Doherty's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREGORY M DOHERTY, CPA

State Registrations and Notice Filings

Exams

Current Firm

GREGORY M DOHERTY, CPA

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GREGORY M DOHERTY, CPA

TRUST BUT VERIFY

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