Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
45yrs
Dennis Alan Schmidt
Financial advisor at &partners
At a glance
Experience45 years (since 1981)
How that compares ?Top 1% by experience in Boston
Office280 Summer Street, 9th Floor, Boston, MA 02210
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – now&partnersCurrent firm
- 2002 – 2024Wells Fargo Clearing Services, LLCPreviously
- 1996 – 2002Citigroup Global Markets Inc.Previously
Questions to ask Dennis
Tailored to Dennis’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Dennis
How do I contact Dennis?
Call &partners at 615-255-6431 and ask for Dennis Alan Schmidt. Dennis works from the Boston, MA office.
How long has Dennis been a financial advisor?
Dennis has been in the industry since 1981, about 45 years. Top 1% by experience in Boston.
What licenses does Dennis hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dennis a fiduciary?
Dennis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dennis paid?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Dennis for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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