Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. (CRD# 105012) is a financial advisory firm headquartered in Lexington, MA. They manage $1,213,959,144 in 2,810 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,214MILLION
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Total Number of Accounts2,810ACCOUNTS
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Average Account Value$432,014
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, MA, ME, NC, NH, NY, PA, RI, TX, VT
Christopher Bekel (CRD# 6160590) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 11 years of experience in the finance industry.
Michael Claveau (CRD# 6579279) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 8 years of experience in the finance industry.
Lianna Deprey (CRD# 6129432) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 9 years of experience in the finance industry.
Joseph Evangelista (CRD# 3218041) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 24 years of experience in the finance industry.
Teofilo Ferreira (CRD# 2421155) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 30 years of experience in the finance industry.
Peter Frailey (CRD# 1001920) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 39 years of experience in the finance industry.
Carol Khouri (CRD# 1777303) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 35 years of experience in the finance industry.
Matthew Lasker (CRD# 4416523) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 20 years of experience in the finance industry.
Timothy Mullin (CRD# 6625865) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 7 years of experience in the finance industry.
Carol Newman (CRD# 6173001) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 10 years of experience in the finance industry.