Justin Wolstenholme, financial advisor Boston MA
92 score

Justin Wolstenholme

CRD Number: 6150704
Current Firm: Boston Private Wealth LLC

Justin Wolstenholme (CRD# 6150704) is an Investment Advisor Representative working at Boston Private Wealth LLC in Boston, MA and has over 3 years of experience in the finance industry. Justin Wolstenholme has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Boston Private Wealth LLC Boston, MA Jul 2015 - Current 1
Mip Global, Inc. San Juan, PR Apr 2014 - May 2015 1
Family Endowment Partners, LP Boston, MA Apr 2014 - May 2015 1
Unemployed Scituate, MA Mar 2014 - Apr 2014 < 1
Merrill Lynch, Pierce, Fenner &amp; Smith Incorporated Hingham, MA Nov 2012 - Feb 2014 1
Bank Of America Boston, MA Nov 2009 - Nov 2012 3
Rivendell Marine Monument Beach, MA May 2009 - Nov 2009 < 1
Campbell University Buies Creek, NC Aug 2008 - May 2009 < 1
Bank Of America Dallas, TX Jun 2008 - Aug 2008 < 1
Campbell University Buies Creek, NC Aug 2007 - Jun 2008 < 1
Bank Of America Sarasota, FL May 2007 - Aug 2007 < 1
Campbell University Buies Creek, NC Jul 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Justin T. Wolstenholme
Phone Number: 800-422-6172
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    7,109
    MILLIONS
  • Total Number of Accounts
    7,280
    ACCOUNTS
  • Average Account Value
    $976,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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