Wakely Investment Management

Wakely Investment Management (CRD# 167206) is a financial advisory firm headquartered in Boston, MA. They manage $58,331,066 in 161 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $362,305
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

MA

Financial Advisors at Wakely Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
Margaret O. Ranger
CRD#: 719401
10 Post Office Square, 8th Floor, Boston, MA 02109
93
Wealthminder
score

Margaret Ranger (CRD# 719401) is an Investment Advisor Representative working at Wakely Investment Management in Boston, MA and has over 35 years of experience in the finance industry.

2
Jonathan N. Wakely
CRD#: 4474772
10 Post Office Square, 8th Floor, Boston, MA 02109
93
Wealthminder
score

Jonathan Wakely (CRD# 4474772) is an Investment Advisor Representative working at Wakely Investment Management in Boston, MA and has over 14 years of experience in the finance industry.

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