Lexington Wealth Management, Inc.

Lexington Wealth Management, Inc. (CRD# 135507) is a financial advisory firm headquartered in Lexington, MA. They manage $630,000,000 in 1,839 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    630
    MILLION
  • Total Number of Accounts
    1,839
    ACCOUNTS
  • Average Account Value
    $342,577
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, FL, IL, MA, NH, NJ, NY, RI, TX

Financial Advisors at Lexington Wealth Management, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Mark S. Carley
CRD#: 2912288
12 Waltham Street, Lexington, MA 02421
93
Wealthminder
score

Mark Carley (CRD# 2912288) is an Investment Advisor Representative working at Lexington Wealth Management, Inc. in Lexington, MA and has over 19 years of experience in the finance industry.

2
Frank A. Censullo
CRD#: 4573438
12 Waltham Street, Lexington, MA 02421
93
Wealthminder
score

Frank Censullo (CRD# 4573438) is an Investment Advisor Representative working at Lexington Wealth Management, Inc. in Lexington, MA and has over 14 years of experience in the finance industry.

3
Scott S. Klein
CRD#: 3020684
12 Waltham Street, Lexington, MA 02421
93
Wealthminder
score

Scott Klein (CRD# 3020684) is an Investment Advisor Representative working at Lexington Wealth Management, Inc. in Lexington, MA and has over 18 years of experience in the finance industry.

4
Kristine M. Porcaro
CRD#: 2458485
1666 Massachusetts Avenue, Lexington, MA 02420
93
Wealthminder
score

Kristine Porcaro (CRD# 2458485) is an Investment Advisor Representative working at Lexington Wealth Management, Inc. in Lexington, MA and has over 22 years of experience in the finance industry.

5
Michael S. Tucci
CRD#: 2955162
1666 Massachusetts Avenue, Lexington, MA 02420
93
Wealthminder
score

Michael Tucci (CRD# 2955162) is an Investment Advisor Representative working at Lexington Wealth Management, Inc. in Lexington, MA and has over 18 years of experience in the finance industry.

6
Aaron M. Derderian
CRD#: 6492444
12 Waltham Street, Lexington, MA 02421
90
Wealthminder
score

Aaron Derderian (CRD# 6492444) is an Investment Advisor Representative working at Lexington Wealth Management, Inc. in Lexington, MA and has 1 year of experience in the finance industry.

7
Glenn E. Frank
CRD#: 4358492
1666 Massachusetts Avenue, Lexington, MA 02420
90
Wealthminder
score

Glenn Frank (CRD# 4358492) is an Investment Advisor Representative working at Lexington Wealth Management, Inc. in Lexington, MA and has 1 year of experience in the finance industry. Glenn Frank 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.

8
James L. Hastings
CRD#: 6078145
12 Waltham Street, Lexington, MA 02421
89
Wealthminder
score

James Hastings (CRD# 6078145) is an Investment Advisor Representative working at Lexington Wealth Management, Inc. in Lexington, MA and has over 3 years of experience in the finance industry.

9
Jason D. Hastings
CRD#: 6078179
12 Waltham Street, Lexington, MA 02421
89
Wealthminder
score

Jason Hastings (CRD# 6078179) is an Investment Advisor Representative working at Lexington Wealth Management, Inc. in Lexington, MA and has over 3 years of experience in the finance industry.

10
Robert A. Band
CRD#: 4723715
1666 Massachusetts Avenue, Lexington, MA 02420
87
Wealthminder
score

Robert Band (CRD# 4723715) is an Investment Advisor Representative working at Lexington Wealth Management, Inc. in Lexington, MA and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.