Wealth Effects

Wealth Effects (CRD# 315244) is a financial advisory firm headquartered in Boston, MA. They manage $330,000,000 in 793 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
265 Franklin Street, Suite 1702, Boston, MA 02110
http://www.bostonharborgroup.com
By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • Total Number of Accounts
    793
    ACCOUNTS
  • Average Account Value
    $416,141
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
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.

CA, CT, FL, MA, MD, ME, NH, NJ, NY, RI, TX, VA

Financial Advisors at Wealth Effects
Showing 1 - 4 of 4 top financial advisors.
1
Patricia Flaherty, financial advisor Boston MA
Patricia A. Flaherty
CRD#: 1231306
265 Franklin Street, Suite 1702, Boston, MA 02110

Patricia Flaherty (CRD# 1231306) is an Investment Advisor Representative working at Wealth Effects in Boston, MA and has over 38 years of experience in the finance industry.

2
William Liberti, financial advisor Boston MA
William A. Liberti
CRD#: 1731862
265 Franklin Street, Suite 1702, Boston, MA 02110

William Liberti (CRD# 1731862) is an Investment Advisor Representative working at Wealth Effects in Boston, MA and has over 34 years of experience in the finance industry.

3
Stanton Weissenborn, financial advisor Boston MA
Stanton F. Weissenborn
CRD#: 462541
265 Franklin Street, Suite 1702, Boston, MA 02110

Stanton Weissenborn (CRD# 462541) is an Investment Advisor Representative working at Wealth Effects in Boston, MA and has over 35 years of experience in the finance industry.

4
Nikolai Krupyshev, financial advisor Boston MA
Nikolai A. Krupyshev
CRD#: 7492380
265 Franklin Street, Suite 1702, Boston, MA 02110

Nikolai Krupyshev (CRD# 7492380) is an Investment Advisor Representative working at Wealth Effects in Boston, MA and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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