JM
CFA
JM
CFA

John Maher

30 Years of Experience
Westborough, MA
Broker

John Maher is a CFA-designated registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1800 West Park Dr Ste 150, Westborough, MA, 01581

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John operates CCR Wealth Management, a DBA name for financial services, spending nearly full-time on this. He also co-owns a vacation rental property since 2019, dedicating minimal time to it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
April 2005 - Present · 21 yrs 1 mo
Cetera Advisors LLCBroker
April 2005 - Present · 21 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
September 2006 - March 2024 · 17 yrs 6 mos
Morgan Stanley Dw INC.Broker
November 1996 - February 2005 · 8 yrs 3 mos
Prudential Securities IncorporatedBroker
March 1995 - November 1996 · 1 yr 8 mos
State Registrations8 states
CACTFLMANHNYPARI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
John Maher - Financial Advisor | TrueAdvisor