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).

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
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.
1
Richard E. Cavanagh
CRD#: 1385102
One Turks Head Place, Suite 1050, Providence, RI 02903
96
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.

2
Malcolm G. Chace
CRD#: 2117049
One Turks Head Place, Suite 1400, Providence, RI 02903
93
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.

3
Robert E. Cusack
CRD#: 716107
One Turks Head Place, Suite 1400, Providence, RI 02903
93
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.

4
Bradley P. Dorman
CRD#: 3045195
One Turks Head Place, Suite 1050, Providence, RI 02903
93
Wealthminder
score

Bradley Dorman (CRD# 3045195) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 18 years of experience in the finance industry.

5
James B. Webber
CRD#: 2121057
One Turks Head Place, Suite 1400, Providence, RI 02903
93
Wealthminder
score

James Webber (CRD# 2121057) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 25 years of experience in the finance industry.

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