George Webb, financial advisor Waltham MA

George Webb

CRD Number: 2169510
Current Firm: Pension & Wealth Management Advisors

George Webb (CRD# 2169510) is an Investment Advisor Representative working at Pension & Wealth Management Advisors in Waltham, MA and has over 26 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Pension & Wealth Management Advisors Waltham, MA Jul 2020 - Current 2
Kastel Capital Advisors, LLC Wellesley, MA Aug 2019 - Dec 2020 1
Muzinich Capital LLC New York, NY Jan 2018 - Jun 2019 1
Muzinich & Co Boston, MA Jan 2018 - Jun 2019 1
Nuveen Investments Boston, MA Jun 2004 - Jan 2018 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for George P. Webb
Phone Number: 781-398-0077
Firm Website:
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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