Westport Strategies Advisors, LLC

Westport Strategies Advisors, LLC (CRD# 163577) is a financial advisory firm headquartered in Braintree, MA. They manage $1,426,374,709 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,426
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $95,091,647
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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, NY

Financial Advisors at Westport Strategies Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael A. Porter
CRD#: 1934255
100 Grandview Road, Suite 404, Braintree, MA 02184
96
Wealthminder
score

Michael Porter (CRD# 1934255) is an Investment Advisor Representative working at Westport Strategies Advisors, LLC in Braintree, MA and has over 18 years of experience in the finance industry.

2
Charles W. Martone
CRD#: 5484633
100 Grandview Road, Suite 404, Braintree, MA 02184
93
Wealthminder
score

Charles Martone (CRD# 5484633) is an Investment Advisor Representative working at Westport Strategies Advisors, LLC in Braintree, MA and has over 7 years of experience in the finance industry.

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