George Webb (CRD# 2169510) is an Investment Advisor Representative working at Pension & Wealth Management Advisors in Waltham, MA and has over 27 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pension & Wealth Management Advisors | Waltham, MA | Jul 2020 - Current | 3 |
| 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 |
- AZ
- CA
- MA
-
Total Assets Under Management301MILLIONS
-
Total Number of Accounts398ACCOUNTS
-
Average Account Value$756,929
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CT, FL, MA, NH, NJ, PA, TX
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