Adam Wojtkowski, financial advisor Needham MA

Adam Wojtkowski

CRD Number: 4803455
Current Firm: Beaumont Financial Partners LLC
Compensation Model: Fee Only
Adam Wojtkowski (CRD# 4803455) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 14 years of experience in the finance industry.
CONTACT
Similar Advisors
Nancy Aadalen, financial advisor Needham MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Needham MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
Similar Advisors
Gregory Abate, financial advisor Needham MA
Gregory J. Abate
CRD# 5158798
Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Beaumont Financial Partners, LLC Wellesley Hills, MA Feb 2014 - Current 6
Cco Investment Services Corp Malden, MA Apr 2013 - Feb 2014 < 1
Lpl Financial Somerville, MA Dec 2012 - Apr 2013 < 1
Fidelity Brokerage Services LLC Framingham, MA Jan 2006 - Dec 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Adam R. Wojtkowski
By the Numbers
  • Total Assets Under Management
    2,223
    MILLIONS
  • Total Number of Accounts
    2,823
    ACCOUNTS
  • Average Account Value
    $787,316
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IL, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VT, WI

Ready to hire a financial advisor? Get competitive proposals from Adam Wojtkowski and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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.