Braver Wealth Management, LLC

Braver Wealth Management, LLC (CRD# 104747) is a financial advisory firm headquartered in Needham, MA. They manage $875,482,984 in 2,609 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    875
    MILLION
  • Total Number of Accounts
    2,609
    ACCOUNTS
  • Average Account Value
    $335,563
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, CO, CT, FL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, TX, VA, WA

Financial Advisors at Braver Wealth Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
David J. D'amico
CRD#: 2233336
117 Kendrick Street, Suite 800, Needham, MA 02494
96
Wealthminder
score

David D'amico (CRD# 2233336) is an Investment Advisor Representative working at Braver Wealth Management, LLC in Needham, MA and has over 25 years of experience in the finance industry.

2
Mary K. Hoey
CRD#: 4934357
117 Kendrick Street, Suite 800, Needham, MA 02494
96
Wealthminder
score

Mary Hoey (CRD# 4934357) is an Investment Advisor Representative working at Braver Wealth Management, LLC in Needham, MA and has over 12 years of experience in the finance industry. Mary Hoey 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.

3
Stephen E. Johnson
CRD#: 3242185
117 Kendrick Street, Suite 800, Needham, MA 02494
96
Wealthminder
score

Stephen Johnson (CRD# 3242185) is an Investment Advisor Representative working at Braver Wealth Management, LLC in Needham, MA and has over 18 years of experience in the finance industry. Stephen Johnson 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.

4
James M. Philbin
CRD#: 3172111
25 Christina Street, Newton Highlands, MA 02461
96
Wealthminder
score

James Philbin (CRD# 3172111) is an Investment Advisor Representative working at Braver Wealth Management, LLC in Newton Highlands, MA and has over 18 years of experience in the finance industry. James Philbin 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
Bradley K. Sharp
CRD#: 2844268
117 Kendrick Street, Suite 800, Needham, MA 02494
96
Wealthminder
score

Bradley Sharp (CRD# 2844268) is an Investment Advisor Representative working at Braver Wealth Management, LLC in Needham, MA and has over 20 years of experience in the finance industry. Bradley Sharp 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
David A. Fontaine
CRD#: 4236276
117 Kendrick Street, Suite 800, Needham, MA 02494
93
Wealthminder
score

David Fontaine (CRD# 4236276) is an Investment Advisor Representative working at Braver Wealth Management, LLC in Needham, MA and has over 17 years of experience in the finance industry.

7
Andrew P. Griesinger
CRD#: 4418665
25 Christina Street, Newton Highlands, MA 02461
93
Wealthminder
score

Andrew Griesinger (CRD# 4418665) is an Investment Advisor Representative working at Braver Wealth Management, LLC in Newton Highlands, MA and has over 12 years of experience in the finance industry.

8
Deborah H. Levenson
CRD#: 5293654
117 Kendrick Street, Suite 800, Needham, MA 02494
90
Wealthminder
score

Deborah Levenson (CRD# 5293654) is an Investment Advisor Representative working at Braver Wealth Management, LLC in Needham, MA and has 1 year of experience in the finance industry. Deborah Levenson 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
Judith D. Ludwig
CRD#: 4340044
25 Christina Street, Newton Highlands, MA 02461
90
Wealthminder
score

Judith Ludwig (CRD# 4340044) is an Investment Advisor Representative working at Braver Wealth Management, LLC in Newton Highlands, MA and has 1 year of experience in the finance industry. Judith Ludwig 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.

10
Charles M. Toole
CRD#: 5654191
117 Kendrick Street, Suite 800, Needham, MA 02494
90
Wealthminder
score

Charles Toole (CRD# 5654191) is an Investment Advisor Representative working at Braver Wealth Management, LLC in Needham, MA and has 1 year 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.