Statera Financial, LLC

Statera Financial, LLC (CRD# 304957) is a financial advisory firm headquartered in Walpole, MA. They manage $33,000,000 in 235 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
713 East Street, Walpole, MA 02081
https://www.staterafinancial.com/
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $140,426
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Statera Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Moses, financial advisor Walpole MA
David E. Moses
CRD#: 6435208
713 East Street, Walpole, MA 02081

David Moses (CRD# 6435208) is an Investment Advisor Representative working at Statera Financial, LLC in Walpole, MA and has over 9 years of experience in the finance industry.

2
David Wiech, financial advisor Walpole MA
David L. Wiech
CRD#: 5276158
713 East Street, Walpole, MA 02081

David Wiech (CRD# 5276158) is an Investment Advisor Representative working at Statera Financial, LLC in Walpole, MA and has over 14 years 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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