Michael Porter, financial advisor Braintree MA
96 score

Michael Porter

CRD Number: 1934255
Current Firm: Westport Strategies Advisors, LLC

Michael Porter (CRD# 1934255) is an Investment Advisor Representative working at Westport Strategies Advisors, LLC in Braintree, MA and has over 18 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Braintree MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Similar Advisors
Lawrence Foster, financial advisor Braintree MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Similar Advisors
Patrick Cote, financial advisor Braintree MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Professional Designations
Company Name Location Dates Years
Westport Strategies Advisors LLC Albany, NY Jul 2012 - Current 4
Fas Corp. Leawood, KS May 2011 - Current 5
Financial Advisory Service, Inc. Leawood, KS May 2011 - Nov 2012 1
Westport Strategies, LLC Albany, NY May 2011 - Jul 2012 1
Clark Securities, Inc. Dallas, TX Jul 2008 - May 2011 2
Clark Consulting, Inc. Albany, NY Jul 2008 - May 2011 2
Westport Strategies Albany, NY Jan 2007 - Jul 2008 1
Westport Financial Services, LLC Albany, NY Mar 2002 - Jul 2008 6
Westport Worldwide Albany, NY Mar 2002 - Jan 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
Contact Info for Michael A. Porter
Phone Number: 781-848-1212
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.