Empirical Asset Management, LLC

Empirical Asset Management, LLC (CRD# 155436) is a financial advisory firm headquartered in Wellesley, MA. They manage $290,243,469 in 1,044 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    1,044
    ACCOUNTS
  • Average Account Value
    $278,011
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, LA, MA, NC, NH, NJ, NY, PA, RI, TX

Financial Advisors at Empirical Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Thomas F. Alessi
CRD#: 1423385
57 River Street, Suite 301, Wellesley, MA 02481

Thomas Alessi (CRD# 1423385) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Wellesley, MA and has over 31 years of experience in the finance industry.

2
Mark H. Fiskio
CRD#: 1197038
57 River Street, Suite 301, Wellesley, MA 02481

Mark Fiskio (CRD# 1197038) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Wellesley, MA and has over 40 years of experience in the finance industry.

3
Warren F. Mulhern
CRD#: 731918
57 River Street, Suite 301, Wellesley, MA 02481

Warren Mulhern (CRD# 731918) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Wellesley, MA and has over 42 years of experience in the finance industry.

4
John P. Shreenan
CRD#: 1216123
57 River Street, Suite 301, Wellesley, MA 02481

John Shreenan (CRD# 1216123) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Wellesley, MA and has over 39 years of experience in the finance industry.

5
James Glick
CRD#: 7559900
Natick, MA

James Glick (CRD# 7559900) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Natick, MA and has 1 year of experience in the finance industry.

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