Worcester, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,069,831,369
ClientsTotal clients
29,615
AdvisorsAdvisors at this office
2
Of 295 advisors across 179 offices
Location
255 Park Avenue, Suite 1000
Worcester MA 01609
Advisors at this office
2
Advisors at this office
Austin P
Series 63, Series 65
Worcester, MA
Foundations Investment Advisors LLC
Austin Porchelli is a financial advisor with Foundations Investment Advisors LLC in Worcester, MA, holding Series 63 and Series 65 credentials with five years of industry experience. He has worked at Foundations Investment Advisors since 2021 and is also involved with Help to Retire as an insurance and annuity producer. Foundations Investment Advisors is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices, offering investment management, financial planning, and tax coordination using a combination of fundamental, technical, and cyclical analysis.
Matthew D
Series 63, Series 65
Worcester, MA
Foundations Investment Advisors LLC
Matthew Dunn is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Foundations Investment Advisors since 2017 and has prior experience with Financial Resource Partners and Ameritas Life Insurance Corp. Dunn also operates a sole proprietorship involved in the sale of fixed life insurance and annuities. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice using model portfolios and an asymmetric rebalancing approach.
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