Congress Wealth Management LLC

Congress Wealth Management LLC (CRD# 149446) is a financial advisory firm headquartered in Boston, MA. They manage $1,195,778,582 in 1,650 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,196
    MILLION
  • Total Number of Accounts
    1,650
    ACCOUNTS
  • Average Account Value
    $724,714
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, DC, FL, LA, MA, MD, ME, NH, NY, RI, VT

Financial Advisors at Congress Wealth Management LLC
Showing 1 - 10 of 13 top financial advisors.
1
Siobhaun P. Johnson
CRD#: 4292907
250 Northern Avenue, Suite 310, Boston, MA 02210
96
Wealthminder
score

Siobhaun Johnson (CRD# 4292907) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 15 years of experience in the finance industry. Siobhaun 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.

2
Laurie L. Landry
CRD#: 5663254
250 Northern Avenue, Suite 310, Boston, MA 02210
96
Wealthminder
score

Laurie Landry (CRD# 5663254) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 6 years of experience in the finance industry. Laurie Landry 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
Robert E. Driscoll
CRD#: 2741128
250 Northern Avenue, Suite 310, Boston, MA 02210
93
Wealthminder
score

Robert Driscoll (CRD# 2741128) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 20 years of experience in the finance industry.

4
Jennifer R. Gates
CRD#: 2913529
250 Northern Avenue, Suite 310, Boston, MA 02210
93
Wealthminder
score

Jennifer Gates (CRD# 2913529) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 19 years of experience in the finance industry.

5
Shannon G. McKenna
CRD#: 4397728
250 Northern Avenue, Suite 310, Boston, MA 02210
93
Wealthminder
score

Shannon McKenna (CRD# 4397728) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 15 years of experience in the finance industry.

6
Kenneth R. Zannoni
CRD#: 3113495
250 Northern Avenue, Suite 310, Boston, MA 02210
91
Wealthminder
score

Kenneth Zannoni (CRD# 3113495) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 18 years of experience in the finance industry. Kenneth Zannoni 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.

7
John C. Berry
CRD#: 6138977
250 Northern Avenue, Suite 310, Boston, MA 02210
90
Wealthminder
score

John Berry (CRD# 6138977) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 3 years of experience in the finance industry.

8
Ryan P. Carroll
CRD#: 5979232
250 Northern Avenue, Suite 310, Boston, MA 02210
90
Wealthminder
score

Ryan Carroll (CRD# 5979232) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 3 years of experience in the finance industry.

9
Michael W. Galvin
CRD#: 6450223
250 Northern Avenue, Suite 310, Boston, MA 02210
90
Wealthminder
score

Michael Galvin (CRD# 6450223) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has 1 year of experience in the finance industry. Michael Galvin 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
Michael J. Murphy
CRD#: 6405937
250 Northern Avenue, Suite 310, Boston, MA 02210
90
Wealthminder
score

Michael Murphy (CRD# 6405937) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has 1 year of experience in the finance industry.

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