DV
DV

David Vanduyn

15 Years of Experience
Hingham, MA

David Vanduyn is a registered investment advisor at Patriot Mullare Associates, INC, based in Hingham, MA, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $38M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
26 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$37.6M

Fee Structure

Investment management only (planning not offered)

Patriot Mullare Associates charges a fee based on the value of your portfolio. The specific percentage is negotiable.

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Location

99 Derby Street, Suite 200, Hingham, MA, 02043

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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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Employment History
Current Registrations
Patriot Mullare Associates, INC
March 2011 - Present · 15 yrs 2 mos
State Registrations2 states
MAME
Advisor

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.
David Vanduyn - Financial Advisor | TrueAdvisor