Alyssa M. Reed

MCNAMARA FINANCIAL SERVICES

Marshfield, MA 02050

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CRD#: 4948980

Professional summary

Alyssa Mcnamara Reed, CFP®, who also goes by Alyssa C. Mcnamara, Alyssa Catherine Mcnamara, is a registered financial advisor currently at MCNAMARA FINANCIAL SERVICES, INC. located in Marshfield, Massachusetts.

Alyssa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Alyssa has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alyssa C. Mcnamara | Alyssa Catherine Mcnamara

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 Alyssa Mcnamara Reed'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®

CFP^®

Certified Financial Planner

Start date: 2011

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

January 9, 2007 - October 1, 2010

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

MARSHFIELD, MA

Past

May 30, 2005 - October 1, 2010

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

MARSHFIELD, MA

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)

IAR

Texas
(4/9/2024)

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

IAR

Series 65

Date: 12/22/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/4/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/27/2005

Investment Company Products/Variable Contracts Representative 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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Alyssa M. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alyssa Mcnamara Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCNAMARA FINANCIAL SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

MCNAMARA FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2006

Series 63

Date: 10/4/2005

Series 6

Date: 5/27/2005

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.

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