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 22 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 7 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 24 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 27 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 23 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 17 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 32 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 12 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 36 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 3 years of experience in the finance industry.

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