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Adriene Mccance

CRD# 6089380·Registered 2021 - 2024
Previously Registered: Being a previously registered professional could mean that Adriene is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Adriene Mccance was a registered financial advisor. Adriene was a previously registered financial professional and started their career in finance 2021 - 2024. Adriene had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

Past

NDVRPast·CRD# 310602
RIA
Boston, MA
February 8, 2021 - April 10, 2024

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Current Firm

ND
NDVR

NDVR | NDVR, INC.

CRD#: 310602 / SEC#: 801-120289

Contact Information

Main Address

75 State Street Suite 100, Winchester, MA 02109

Phone Number

(857) 326-6992

# of Employees

14

Documents

Latest Form ADV

Part 2 Brochures

NDVR PART 2A (3/28/2025)

Regulatory Assets Under Management

Total Number of Accounts

345

AUM (Assets Under Management)

$203,828,690

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/19/2025Cover PageReport
12/19/2025Cover PageReport
09/27/2024Cover PageReport
08/23/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2020About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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