Weston Financial

Weston Financial (CRD# 110407) is a financial advisory firm headquartered in Wellesley, MA. They manage $2,067,815,467 in 5,338 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,068
    MILLION
  • Total Number of Accounts
    5,338
    ACCOUNTS
  • Average Account Value
    $387,376
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, DC, FL, GA, IL, LA, MA, MD, ME, MN, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WI

Financial Advisors at Weston Financial
Showing 1 - 10 of 12 top financial advisors.
1
Ronald D. Halterman
CRD#: 5089877
100 William St, Suite 200, Wellesley, MA 02481
103
Wealthminder
score
Ronald Halterman (CRD# 5089877) is an Investment Advisor Representative working at Weston Financial in Wellesley, MA and has over 10 years of experience in the finance industry. Ronald Halterman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Drew J. Bottaro
CRD#: 1574264
100 William St, Suite 200, Wellesley, MA 02481
101
Wealthminder
score

Drew Bottaro (CRD# 1574264) is an Investment Advisor Representative working at Weston Financial in Wellesley, MA and has over 12 years of experience in the finance industry. Drew Bottaro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Susan R. Arnold
CRD#: 3153369
100 William St. # 200, Wellesley, MA 02481
96
Wealthminder
score

Susan Arnold (CRD# 3153369) is an Investment Advisor Representative working at Weston Financial in Wellesley, MA and has over 17 years of experience in the finance industry. Susan Arnold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Matthew D. Biggar
CRD#: 4506461
100 William St # 200, Wellesley, MA 02481
96
Wealthminder
score

Matthew Biggar (CRD# 4506461) is an Investment Advisor Representative working at Weston Financial in Wellesley, MA and has over 14 years of experience in the finance industry. Matthew Biggar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Timothy R. Couture
CRD#: 5826478
100 William St, Suite 200, Wellesley, MA 02481
96
Wealthminder
score

Timothy Couture (CRD# 5826478) is an Investment Advisor Representative working at Weston Financial in Wellesley, MA and has over 5 years of experience in the finance industry. Timothy Couture has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Andre M. Fernandes
CRD#: 4726283
100 William St, Suite 200, Wellesley, MA 02481
96
Wealthminder
score

Andre Fernandes (CRD# 4726283) is an Investment Advisor Representative working at Weston Financial in Wellesley, MA and has over 9 years of experience in the finance industry. Andre Fernandes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
William F. Lefavor
CRD#: 5042095
100 William St, Suite 200, Wellesley, MA 02481
96
Wealthminder
score

William Lefavor (CRD# 5042095) is an Investment Advisor Representative working at Weston Financial in Wellesley, MA and has over 10 years of experience in the finance industry. William Lefavor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Walter H. Riester
CRD#: 4720259
100 William St, Suite 200, Wellesley, MA 02481
96
Wealthminder
score

Walter Riester (CRD# 4720259) is an Investment Advisor Representative working at Weston Financial in Wellesley, MA and has over 10 years of experience in the finance industry. Walter Riester has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Kerry P. Falco
CRD#: 2022848
100 William St. # 200, Wellesley, MA 02481
93
Wealthminder
score

Kerry Falco (CRD# 2022848) is an Investment Advisor Representative working at Weston Financial in Wellesley, MA and has over 22 years of experience in the finance industry.

10
Maria A. Staffiere
CRD#: 1108337
100 William St. # 200, Wellesley, MA 02481
93
Wealthminder
score

Maria Staffiere (CRD# 1108337) is an Investment Advisor Representative working at Weston Financial in Wellesley, MA and has over 28 years of experience in the finance industry.

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