linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Macleod Moody

Moody, Lynn, Lieberson & Walker, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Macleod Moody

Michael Macleod Moody is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC. Michael is a Chartered Financial Analyst with over 30 years of experience. Michael has been registered with the state of Massachusetts since 2016. Michael has also held previous registrations with the state of Massachusetts as well as the state of New York.

Firm Information

Michael Moody is currently registered with Moody, Lynn, Lieberson & Walker, LLC. Moody, Lynn, Lieberson & Walker, LLC is an investment advisor based in Boston, MA. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. The firm has $1.61 billion in regulatory assets under management and has a total of 976 client accounts. Their clients primarily include individuals other than high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
Moody, Lynn, Lieberson & Walker, LLC

ONE BOSTON PLACE

BOSTON, MA 02108

$1.61B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Moody’s Registration & Firm History

MA

05/25/2016 - Present

Moody, Lynn, Lieberson & Walker, LLC (BOSTON MA)

NA

11/03/1980 - 02/02/1983

SCUDDER FUND DISTRIBUTORS, INC.

Not sure if Michael Macleod Moody is right for you?

Licenses & Designations

BC

Issued 01/09/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Macleod Moody.
Not sure if Michael Macleod Moody is right for you?