Michael PemsteinCRD Number: 7417103
Current Firm: Gw & Wade, LLC
Michael Pemstein (CRD# 7417103) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has 1 year of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Gw & Wade, LLC||Wellesley, MA||Jul 2021 - Current||< 1|
|Unemployed||Weston, MA||Feb 2021 - Jun 2021||< 1|
|Mirick, O'connell, Demallie & Lougee, LLP||Worcester, MA||Jan 2021 - Jan 2021||< 1|
|Barrett & Singal P.c.||Boston, MA||Aug 2020 - Dec 2020||< 1|
|Unemployed||Needham, MA||May 2019 - Jul 2020||1|
|Quinn Emanuel Urquhart & Sullivan||New York, NY||Jan 2018 - Apr 2019||1|
|U.s. Federal District Court Of Massachusetts||Boston, MA||Jan 2017 - Jan 2018||1|
|Unemployed||Boston, MA||Jul 2016 - Dec 2016||< 1|
|Quinn Emanuel Urquhart & Sullivan||New York, NY||Oct 2012 - Jun 2016||3|
|Unemployed||Los Angeles, CA||Jun 2012 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management10,404MILLIONS
Total Number of Accounts11,346ACCOUNTS
Average Account Value$916,974
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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