Adam Wojtkowski, financial advisor Mansfield MA

Adam Wojtkowski

CRD Number: 4803455
Current Firm: Copper Beech Wealth Management
Compensation Model: Fee Only
Adam Wojtkowski (CRD# 4803455) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 14 years of experience in the finance industry.
CONTACT
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Professional Designations
Company Name Location Dates Years
Nwam, Llc Dba Northwest Asset Management Mercer Island, WA Feb 2022 - Current 2
Smith, Salley & Associates, LLC Greensboro, NC Jul 2019 - Feb 2022 2
Beaumont Financial Partners, LLC Wellesley Hills, MA Feb 2014 - Jun 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Adam R. Wojtkowski
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $295,787
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, RI

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