Wayne Ushman, financial advisor Holden MA

Wayne Ushman

CRD Number: 4686174
Current Firm: Assabet Advisors, LLC

Wayne Ushman (CRD# 4686174) is an Investment Advisor Representative working at Assabet Advisors, LLC in Holden, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Assabet Advisors, LLC Holden, MA Jul 2003 - Current 20

Wayne Ushman has no recent exams reported.
Contact Info for Wayne M. Ushman
Phone Number: (508) 351-9666
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    140
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $736,315
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MA, NY

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