Whalerock Point Partners, LLC
Whalerock Point Partners, LLC (CRD# 140781) is a financial advisory firm headquartered in Providence, RI. They manage $411,776,205 in 290 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management412MILLION
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Total Number of Accounts290ACCOUNTS
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Average Account Value$1,419,918
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
CT, FL, MA, NY, RI
Richard Cavanagh (CRD# 1385102) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 32 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 Chace (CRD# 2117049) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 21 years of experience in the finance industry.
Robert Cusack (CRD# 716107) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 37 years of experience in the finance industry.
Bradley Dorman (CRD# 3045195) 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.
Kenneth Goodreau (CRD# 2598273) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 23 years of experience in the finance industry.
Tyson Reed (CRD# 4512839) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 16 years of experience in the finance industry.
Nicholas Trotman (CRD# 4283142) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 16 years of experience in the finance industry.
James Webber (CRD# 2121057) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 27 years of experience in the finance industry.