Quincy, MA Office

Team
Updated today

Client AUM

$4,355,480,665

Clients

5,200

Advisors

3

Of 113 advisors across 49 offices

Location

304 Victory Road

Quincy MA 02171

Advisors at this office

3

Advisors at this office

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Robert L

Series 66

Quincy, MA

Diversify Advisory Services, LLC

Robert Loporto is a financial advisor at Diversify Advisory Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Axial Financial Group and Commonwealth Financial. Outside of his advisory role, he serves as a Town Meeting Representative for the Town of Dedham. Diversify Advisory Services is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management options and fee structures tailored to client needs.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Marcus P

Series 66

Quincy, MA

Diversify Advisory Services, LLC

Marcus Papajohn is a financial advisor at Diversify Advisory Services, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for nine years. His other business activity includes sales of fixed life and fixed annuities through Boston Wealth Advisory Group. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a variety of portfolio management options and fee structures.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Kevin O

Series 63, Series 65

Quincy, MA

Diversify Advisory Services, LLC

Kevin O'Sullivan is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including nine years at Commonwealth Financial Network. His other business activity includes the sale of fixed life and fixed annuities through Boston Wealth Advisory Group. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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