Wingate Wealth Advisors, Inc.

Wingate Wealth Advisors, Inc. (CRD# 105012) is a financial advisory firm headquartered in Lexington, MA. They manage $531,084,775 in 1,964 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    531
    MILLION
  • Total Number of Accounts
    1,964
    ACCOUNTS
  • Average Account Value
    $270,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, DC, FL, MA, MD, ME, NH, NY, RI, TX, VT

Financial Advisors at Wingate Wealth Advisors, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Teofilo O. Ferreira
CRD#: 2421155
450 Bedford Street, Lexington, MA 02420
96
Wealthminder
score

Teofilo Ferreira (CRD# 2421155) 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 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
Elizabeth W. Gustin
CRD#: 5696890
450 Bedford Street, Lexington, MA 02420
96
Wealthminder
score

Elizabeth Gustin (CRD# 5696890) 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. Elizabeth Gustin 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.

3
Richard S. Hayes
CRD#: 1806668
450 Bedford Street, Lexington, MA 02420
96
Wealthminder
score

Richard Hayes (CRD# 1806668) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 25 years of experience in the finance industry. Richard Hayes 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.

4
Carol M. Khouri
CRD#: 1777303
450 Bedford Street, Lexington, MA 02420
96
Wealthminder
score

Carol Khouri (CRD# 1777303) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 28 years of experience in the finance industry. Carol Khouri 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.

5
Debra S. McDonald
CRD#: 2397857
450 Bedford Street, Lexington, MA 02420
96
Wealthminder
score

Debra McDonald (CRD# 2397857) 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. Debra McDonald 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.

6
Joseph N. Evangelista
CRD#: 3218041
450 Bedford Street, Lexington, MA 02472
93
Wealthminder
score

Joseph Evangelista (CRD# 3218041) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 18 years of experience in the finance industry.

7
Peter Frailey
CRD#: 1001920
450 Bedford Street, Lexington, MA 02420
93
Wealthminder
score

Peter Frailey (CRD# 1001920) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 33 years of experience in the finance industry.

8
Matthew A. Lasker
CRD#: 4416523
450 Bedford Street, Lexington, MA 02420
93
Wealthminder
score

Matthew Lasker (CRD# 4416523) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 13 years of experience in the finance industry.

9
Jeffrey H. White
CRD#: 465128
450 Bedford Street, Lexington, MA 02420
93
Wealthminder
score

Jeffrey White (CRD# 465128) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 37 years of experience in the finance industry.

10
Carol R. Newman
CRD#: 6173001
450 Bedford Street, Lexington, MA 02420
90
Wealthminder
score

Carol Newman (CRD# 6173001) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.