David Wiech (CRD# 5276158) is an Investment Advisor Representative working at Statera Financial, LLC in Walpole, MA and has over 14 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Statera Financial, LLC | Walpole, MA | Oct 2019 - Current | 4 |
| The O.n. Equity Sales Company | Cincinnati, OH | Dec 2015 - Oct 2019 | 3 |
| Ohio National Financial Services | Cincinnati, OH | May 2009 - Oct 2019 | 10 |
| Mass Mutual Life Insurance Company | Foxboro, MA | Jun 2014 - Dec 2015 | 1 |
| Mml Investors Services | Foxboro, MA | Jun 2014 - Nov 2015 | 1 |
| Park Avenue Securities | Wellesley, MA | Apr 2010 - Jun 2014 | 4 |
| Guardian Life Insurance Company | Wellesley, MA | May 2009 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- MA
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts235ACCOUNTS
-
Average Account Value$140,426
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
MA, RI
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 derived from SEC.gov data covering 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.
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.