Gw & Wade, LLC
Gw & Wade, LLC (CRD# 105394) is a financial advisory firm headquartered in Wellesley, MA. They manage $10,403,985,549 in 11,346 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management10,404MILLION
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Total Number of Accounts11,346ACCOUNTS
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Average Account Value$916,974
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Kelli Adams (CRD# 5025929) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.
Ryan Bartholomew (CRD# 5960496) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 10 years of experience in the finance industry.
Eric Berquist (CRD# 6872926) is an Investment Advisor Representative working at Gw & Wade, LLC in Palo Alto, CA and has over 3 years of experience in the finance industry.
Robert Bodio (CRD# 2937621) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 24 years of experience in the finance industry.
Debra Brede (CRD# 1174312) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 38 years of experience in the finance industry.
David Brodsky (CRD# 4409756) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 20 years of experience in the finance industry.
Carol Cassoli (CRD# 4954178) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 17 years of experience in the finance industry.
James Da Silva (CRD# 4855473) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 17 years of experience in the finance industry.
Robert Emens (CRD# 3006559) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 24 years of experience in the finance industry. Robert Emens 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.
Philip Jameson (CRD# 1452524) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 36 years of experience in the finance industry.