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).

By the Numbers
  • Total Assets Under Management
    10,404
    MILLION
  • Total Number of Accounts
    11,346
    ACCOUNTS
  • Average Account Value
    $916,974
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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.

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

Financial Advisors at Gw & Wade, LLC
Showing 1 - 10 of 36 top financial advisors.
1
Kelli A. Adams
CRD#: 5025929
93 Worcester Street, 4th Floor, Wellesley, MA 02481

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.

2
Ryan J. Bartholomew
CRD#: 5960496
93 Worcester Street, 4th Floor, Wellesley, MA 02481

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.

3
Eric J. Berquist
CRD#: 6872926
540 Cowper Street, Suite 100, Palo Alto, CA 94301

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.

4
Robert F. Bodio
CRD#: 2937621
93 Worcester Street, Wellesley, MA 02481

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.

5
Debra K. Brede
CRD#: 1174312
93 Worcester Street, 4th Floor, Wellesley, MA 02481

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.

6
David L. Brodsky
CRD#: 4409756
93 Worcester Street, Wellesley, MA 02481

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.

7
Carol W. Cassoli
CRD#: 4954178
93 Worcester Street, 4th Floor, Wellesley, MA 02481

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.

8
James T. Da Silva
CRD#: 4855473
93 Worcester Street, Wellesley, MA 02481

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.

9
Robert J. Emens
CRD#: 3006559
93 Worcester Street, Wellesley, MA 02481

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.

10
Philip P. Jameson
CRD#: 1452524
93 Worcester Street, Wellesley, MA 02481

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.

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