Powder Point Financial LLC
Firm details
- Headquarters
- Marshfield, Massachusetts
- CRD number
- 145199
- Registered since
- February 14, 2008
- Website
- www.powderpointfinl.info
Firm profile
FINTRXOverview
Powder Point Financial LLC is organized as a limited liability company and has been SEC-registered since 2008. Ownership is listed as an individual owner and the firm’s regulatory classification is recorded as unclassified. Public-facing detail on the business model, client segments, or advisory services is sparse; filings indicate it is not a multi-state adviser, not a pension consultant, not a related adviser, and it does not describe itself as a capital allocator or an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Marjorie Kelly
PresidentCRD 1230785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marshfield, MA
Plymouth
Location
Marshfield, MA
Headquartered in Marshfield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 61 Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BML Securities LLC
Broker-DealerMarshfield, MA
Commonwealth Pharma Securities
Broker-DealerMarshfield, MA
Mirus Securities, Inc.
Broker-DealerBurlington, MA
William O'Neil Securities
Broker-DealerBoston, MA
Ss&C Market Services, LLC
Broker-DealerBoston, MA
National Financial Services LLC
Broker-DealerBoston, MA