David Maher is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Williston, VT, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
75 Talcott Road Suite 70, [Satellite], Williston, VT, 05495
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David has 50% ownership in Briody Maher Wealth Management Group, LLC dba Backshore Wealth Management Group, dedicating full-time hours to this investment-related activity. He is also a trustee for Briody Maher 401k.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations40 states
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