Maria Dwyer
Maria Dwyer is a registered investment advisor at Compass Capital Corporation, based in Braintree, MA, with 48 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,371 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Capital Corporation's investment management fees are based on a percentage of the value of your portfolio. The exact percentage is negotiable and depends on your specific situation, needs, and the relationship with your advisor. The fee can be adjusted by mutual agreement between you and Compass Capital.
Location
50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184-8734
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Maria is the owner of Strategic Planning Inc., involved in life insurance sales since 1985, dedicating a few hours per week. She also serves as a board of trustees member for Keiser University/Everglades University, attending board meetings twice yearly.
Employment History
Current Registrations
Compass Capital Corporation
Compass Securities Corporation
Compass Securities CorporationBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.