Congress Wealth Management LLC

Congress Wealth Management LLC (CRD# 149446) is a financial advisory firm headquartered in Boston, MA. They manage $2,332,212,807 in 2,484 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,332
    MILLION
  • Total Number of Accounts
    2,484
    ACCOUNTS
  • Average Account Value
    $938,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VT, WA

Financial Advisors at Congress Wealth Management LLC
Showing 1 - 10 of 18 top financial advisors.
1
Richard J. Barrett
CRD#: 4728696
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

Richard Barrett (CRD# 4728696) 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.

2
John C. Berry
CRD#: 6138977
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

John Berry (CRD# 6138977) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 7 years of experience in the finance industry.

3
Christopher J. Bleuher
CRD#: 2278037
6639 Bay Laurel Drive, Suite B, Avila Beach, CA 93424

Christopher Bleuher (CRD# 2278037) is an Investment Advisor Representative working at Congress Wealth Management LLC in Avila Beach, CA and has over 23 years of experience in the finance industry.

4
Salim P. Boutagy
CRD#: 5428396
8-10 Wright St., Westport, CT 06880

Salim Boutagy (CRD# 5428396) is an Investment Advisor Representative working at Congress Wealth Management LLC in Westport, CT and has over 11 years of experience in the finance industry. Salim Boutagy 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
Ryan P. Carroll
CRD#: 5979232
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

Ryan Carroll (CRD# 5979232) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 7 years of experience in the finance industry.

6
David J. Costigan
CRD#: 3097323
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

David Costigan (CRD# 3097323) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 22 years of experience in the finance industry. David Costigan 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
Robert E. Driscoll
CRD#: 2741128
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

Robert Driscoll (CRD# 2741128) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 24 years of experience in the finance industry.

8
Chris G. Dudley
CRD#: 5117664
Rancho Santa Fe, CA

Chris Dudley (CRD# 5117664) is an Investment Advisor Representative working at Congress Wealth Management LLC in Rancho Santa Fe, CA and has 1 year of experience in the finance industry. Chris Dudley 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
Peter W. Flournoy
CRD#: 5266832
Norwalk, CT

Peter Flournoy (CRD# 5266832) is an Investment Advisor Representative working at Congress Wealth Management LLC in Norwalk, CT and has over 3 years of experience in the finance industry.

10
Michael W. Galvin
CRD#: 6450223
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

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.

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