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 $1,184,714,256 in 2,137 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,185
    MILLION
  • Total Number of Accounts
    2,137
    ACCOUNTS
  • Average Account Value
    $554,382
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
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, FL, MA, NH, NY, RI

Financial Advisors at New England Private Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Melissa G. Boccaci
CRD#: 4555001
36 Washington Street, Suite 280, Wellesley, MA 02481
96
Wealthminder
score

Melissa Boccaci (CRD# 4555001) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has over 14 years of experience in the finance industry. Melissa Boccaci 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.

2
Jeremy S. Sandler
CRD#: 4724713
36 Washington Street, Suite 280, Wellesley, MA 02481
96
Wealthminder
score

Jeremy Sandler (CRD# 4724713) 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. Jeremy Sandler 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.

3
Sara S. Sokolowski
CRD#: 5361266
36 Washington Street, Suite 280, Wellesley, MA 02481
96
Wealthminder
score

Sara Sokolowski (CRD# 5361266) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has over 9 years of experience in the finance industry. Sara Sokolowski 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.

4
Caitlin S. Polson
CRD#: 5922280
36 Washington Street, Suite 280, Wellesley, MA 02481
93
Wealthminder
score

Caitlin Polson (CRD# 5922280) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has over 4 years of experience in the finance industry. Caitlin Polson 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.

5
Ira G. Rapaport
CRD#: 3218098
36 Washington Street, Suite 280, Wellesley, MA 02481
90
Wealthminder
score

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. Ira Rapaport 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.

6
Jennifer K. Votano
CRD#: 4553168
36 Washington Street, Suite 280, Wellesley, MA 02481
90
Wealthminder
score

Jennifer Votano (CRD# 4553168) 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. Jennifer Votano 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.

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