Polaris Advisors, LLC

Polaris Advisors, LLC (CRD# 127217) is a financial advisory firm headquartered in Framingham, MA. They manage $131,440,451 in 275 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $477,965
Compensation Options
  • A percentage of assets under your management
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
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.

FL, MA, ME, NH

Financial Advisors at Polaris Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Fredric E. Weldon
CRD#: 2351652
550 Cochituate Road, East Wing, Floor 4, Suite 25, Framingham, MA 01701

Fredric Weldon (CRD# 2351652) is an Investment Advisor Representative working at Polaris Advisors, LLC in Framingham, MA and has over 27 years of experience in the finance industry.

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