Wakely Investment Management

Wakely Investment Management (CRD# 167206) is a financial advisory firm headquartered in Boston, MA. They manage $79,182,880 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10 Post Office Square, Suite 800 South, Boston, MA 02109
http://www.wakelyinvest.com
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $713,359
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Wakely Investment Management
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer Morrell, financial advisor Boston MA
Jennifer L. Morrell
CRD#: 6560290
10 Post Office Square, Suite 800 South, Boston, MA 02109

Jennifer Morrell (CRD# 6560290) is an Investment Advisor Representative working at Wakely Investment Management in Boston, MA and has 1 year of experience in the finance industry.

2
Margaret Ranger, financial advisor Boston MA
Margaret O. Ranger
CRD#: 719401
10 Post Office Square, Suite 800 South, Boston, MA 02109

Margaret Ranger (CRD# 719401) is an Investment Advisor Representative working at Wakely Investment Management in Boston, MA and has over 43 years of experience in the finance industry.

3
Jonathan Wakely, financial advisor Boston MA
Jonathan N. Wakely
CRD#: 4474772
10 Post Office Square, Suite 800 South, Boston, MA 02109

Jonathan Wakely (CRD# 4474772) is an Investment Advisor Representative working at Wakely Investment Management in Boston, MA and has over 22 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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