Paul Mckenna is a CFP-designated registered investment advisor, based in Boston, MA, with 19 years of industry experience.
Location
Boston, MA
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Paul owns Marine Park, LLC, a rental property, since 2018, dedicating minimal time. He is also a partner in MDP Property Group LLC, focused on multi-family rental properties, spending minimal time on this activity as well.
Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
July 2022 - Present · 3 yrs 10 mos
T. Rowe Price Advisory Services, INC.
July 2022 - Present · 3 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Clearbridge Investments, LLC
January 2012 - June 2022 · 10 yrs 5 mos
Franklin Distributors, LLCBroker
December 2011 - June 2022 · 10 yrs 6 mos
Putnam Investment Management, LLC
January 2008 - December 2011 · 3 yrs 11 mos
Putnam Retail Management Limited PartnershipBroker
May 2006 - December 2011 · 5 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.