Whalerock Point Partners, LLC

Whalerock Point Partners, LLC (CRD# 140781) is a financial advisory firm headquartered in Providence, RI. They manage $383,709,196 in 297 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details

One Turks Head Place, Suite 1400, Providence, RI 02903

http://www.wrpoint.com/

By the Numbers

Total Assets Under Management

384

MILLION
Total Number of Accounts

297

ACCOUNTS
Average Account Value

$1,291,950

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Portfolio management for individuals and/or small businesses
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

Registered Investment Advisor

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, NY, RI

Financial Advisors at Whalerock Point Partners, LLC

Showing 1 - 5 of 5 top financial advisors.

Richard E. Cavanagh

CRD#: 1385102

One Turks Head Place, Suite 1050, Providence, RI 02903

Wealthminder

score

Richard Cavanagh (CRD# 1385102) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 31 years of experience in the finance industry. Richard Cavanagh 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.

Malcolm G. Chace

CRD#: 2117049

One Turks Head Place, Suite 1400, Providence, RI 02903

Wealthminder

score

Malcolm Chace (CRD# 2117049) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 20 years of experience in the finance industry.

Robert E. Cusack

CRD#: 716107

One Turks Head Place, Suite 1400, Providence, RI 02903

Wealthminder

score

Robert Cusack (CRD# 716107) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 36 years of experience in the finance industry.

Bradley P. Dorman

CRD#: 3045195

One Turks Head Place, Suite 1050, Providence, RI 02903

Wealthminder

score

Bradley Dorman (CRD# 3045195) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 19 years of experience in the finance industry.

James B. Webber

CRD#: 2121057

One Turks Head Place, Suite 1400, Providence, RI 02903

Wealthminder

score

James Webber (CRD# 2121057) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 26 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.

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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