Vanessa Carter-Witt, financial advisor Newton Center MA

Vanessa Carter-Witt

CRD Number: 6407458
Current Firm: Rwa Wealth Partners

Vanessa Carter-Witt (CRD# 6407458) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 5 years of experience in the finance industry. Vanessa Carter-Witt 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
Adviser Investments Newton, MA Aug 2017 - Current 6
Everhart Advisors Dublin, OH Jan 2016 - Jul 2017 1
Mid Atlantic Capital Corporation Dublin, OH Jun 2015 - Jul 2017 2
Mcgohan Brabender Financial LLC Dayton, OH Aug 2014 - Dec 2015 1
University Of Dayton Dayton, OH May 2013 - May 2015 2
University Of Dayton Dayton, OH Aug 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2018
Contact Info for Vanessa A. Carter-Witt
Phone Number: 617-321-2200
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    14,718
    MILLIONS
  • Total Number of Accounts
    20,276
    ACCOUNTS
  • Average Account Value
    $725,863
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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