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).
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Total Assets Under Management2,679MILLION
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Total Number of Accounts2,742ACCOUNTS
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Average Account Value$977,011
- 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, CT, 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 21 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.