MN
Margery Neis
from Rwa Wealth Partners
Margery Neis is a financial advisor based in Massachusetts, Newton,
with 21 years of experience. Margery currently works for
Rwa Wealth Partners.
Margery maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Margery Neis works at Rwa Wealth Partners
Rwa Wealth Partners is a financial advisory firm based in Newton, Massachusetts. It currently has approximately $14,485,188,280 of assets under management and employs about 186 people. Rwa Wealth Partners uses a fee structure of a percentage of assets under your management, hourly charges and model provider fee.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges and model provider fee
Office location
85 Wells Avenue, Suite 109, Newton, Massachusetts, 2459
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