New England Private Wealth Advisors, LLC

New England Private Wealth Advisors, LLC (CRD# 133790) is a financial advisory firm headquartered in Wellesley, MA. They manage $2,678,964,904 in 2,742 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
36 Washington Street, Suite 280, Wellesley, MA 02481
http://www.nepwealth.com
By the Numbers
  • Total Assets Under Management
    2,679
    MILLION
  • Total Number of Accounts
    2,742
    ACCOUNTS
  • Average Account Value
    $977,011
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NY, RI

Financial Advisors at New England Private Wealth Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Melissa Boccaci, financial advisor Wellesley MA
Melissa G. Boccaci
CRD#: 4555001
36 Washington Street, Suite 280, Wellesley, MA 02481

Melissa Boccaci (CRD# 4555001) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has over 21 years of experience in the finance industry.

2
Sarah Lewis, financial advisor Wellesley MA
Sarah J. Lewis
CRD#: 6097973
36 Washington Street, Suite 280, Wellesley, MA 02481

Sarah Lewis (CRD# 6097973) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has 1 year of experience in the finance industry.

3
Caitlin Polson, financial advisor Wellesley MA
Caitlin S. Polson
CRD#: 5922280
36 Washington Street, Suite 280, Wellesley, MA 02481

Caitlin Polson (CRD# 5922280) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has over 12 years of experience in the finance industry.

4
Ira Rapaport, financial advisor Wellesley MA
Ira G. Rapaport
CRD#: 3218098
36 Washington Street, Suite 280, Wellesley, MA 02481

Ira Rapaport (CRD# 3218098) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has 1 year of experience in the finance industry.

5
Jeremy Sandler, financial advisor Wellesley MA
Jeremy S. Sandler
CRD#: 4724713
36 Washington Street, Suite 280, Wellesley, MA 02481

Jeremy Sandler (CRD# 4724713) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has over 20 years of experience in the finance industry.

6
Sara Sokolowski, financial advisor Wellesley MA
Sara S. Sokolowski
CRD#: 5361266
36 Washington Street, Suite 280, Wellesley, MA 02481

Sara Sokolowski (CRD# 5361266) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.

7
Kelly Saffery, financial advisor Wellesley MA
Kelly J. Saffery
CRD#: 7346631
36 Washington Street, Suite 280, Wellesley, MA 02481

Kelly Saffery (CRD# 7346631) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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