Argent Wealth Management, LLC

Argent Wealth Management, LLC (CRD# 170099) is a financial advisory firm headquartered in Waltham, MA. They manage $1,430,587,024 in 1,763 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,431
    MILLION
  • Total Number of Accounts
    1,763
    ACCOUNTS
  • Average Account Value
    $811,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NY, PA, TX

Financial Advisors at Argent Wealth Management, LLC
Showing 1 - 10 of 14 top financial advisors.
1
David M. Duchesneau
CRD#: 2236684
404 Wyman Street, Suite 375, Waltham, MA 02451
96
Wealthminder
score

David Duchesneau (CRD# 2236684) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has over 25 years of experience in the finance industry. David Duchesneau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph E. Finn
CRD#: 1889223
404 Wyman Street, Suite 375, Waltham, MA 02451
93
Wealthminder
score

Joseph Finn (CRD# 1889223) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has over 28 years of experience in the finance industry.

3
Richard D. Kahn
CRD#: 4571308
404 Wyman Street, Suite 375, Waltham, MA 02451
93
Wealthminder
score

Richard Kahn (CRD# 4571308) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has over 17 years of experience in the finance industry.

4
Jeffrey B. Augustine
CRD#: 1090296
404 Wyman Street, Suite 375, Waltham, MA 02451
90
Wealthminder
score

Jeffrey Augustine (CRD# 1090296) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has 1 year of experience in the finance industry. Jeffrey Augustine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Matthew Conroy
CRD#: 6287858
404 Wyman Street, Suite 375, Waltham, MA 02451
90
Wealthminder
score

Matthew Conroy (CRD# 6287858) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has 1 year of experience in the finance industry. Matthew Conroy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jerome J. Jacobs
CRD#: 1213812
404 Wyman Street, Suite 375, Waltham, MA 02451
90
Wealthminder
score

Jerome Jacobs (CRD# 1213812) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has 1 year of experience in the finance industry.

7
Matthew S. Ristuccia
CRD#: 5980288
404 Wyman Street, Suite 375, Waltham, MA 02451
90
Wealthminder
score

Matthew Ristuccia (CRD# 5980288) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has over 6 years of experience in the finance industry.

8
Lynn Waples
CRD#: 6287865
404 Wyman Street, Suite 375, Waltham, MA 02451
90
Wealthminder
score

Lynn Waples (CRD# 6287865) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has 1 year of experience in the finance industry. Lynn Waples has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
William T. Baldwin
CRD#: 4347868
404 Wyman Street, Suite 375, Waltham, MA 02451
89
Wealthminder
score

William Baldwin (CRD# 4347868) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has over 3 years of experience in the finance industry.

10
James A. Gilloran
CRD#: 6337453
404 Wyman Street, Suite 375, Waltham, MA 02451
89
Wealthminder
score

James Gilloran (CRD# 6337453) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.