Gregory M Doherty, CPA
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gregory M Doherty, CPA provides investment advisory and portfolio management services to individual clients, with the firm’s Form ADV reporting approximately $66.7 million in assets under management across 126 client relationships. The brochure indicates the firm charges fees based on a percentage of assets under management and offers services commonly used by individual investors.
The Form ADV also discloses that the firm operates as a licensed CPA and engages in accounting-related activities (see Item 10), so advisory services are offered alongside tax and accounting support. The brochure describes portfolio management for individuals as a core service, with investment advice delivered in the context of the firm’s accounting practice.
What is distinctive about the firm is its combination of licensed accounting services and investment advisory work, a configuration that is uncommon among independent advisors and may allow for integrated tax and investment considerations. The firm’s reported asset-to-client ratio and focused client base indicate an emphasis on individualized account management rather than a high-volume advisory model.
Client services
Main office
306 High St
Dedham MA 02026
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Dedham Business Services Associates · Doherty, Gregory M · Gregory M Doherty · Gregory M Doherty, Cpa · Gregory M Doherty, Cpa/Cfp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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