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).
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Total Assets Under Management1,185MILLION
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Total Number of Accounts2,137ACCOUNTS
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Average Account Value$554,382
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, FL, MA, NH, NY, RI
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.
Jeremy Sandler (CRD# 4724713) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has over 13 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.
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.
Caitlin Polson (CRD# 5922280) is an Investment Advisor Representative working at New England Private Wealth Advisors, LLC in Wellesley, MA and has over 5 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.
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.
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.