John Bratschi (CRD# 1966087) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 32 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prio Wealth, Inc. | Boston, MA | Mar 2022 - Current | 2 |
| Prio Wealth Lp (formerly Seaward Management Lp) | Boston, MA | May 2018 - Current | 5 |
| Seaward Fiduciary Services LLC | Boston, MA | Oct 2010 - Current | 13 |
| Prio Wealth Business Trust | Boston, MA | Jul 2018 - Mar 2022 | 3 |
| Seaward Management Business Trust | Boston, MA | Jan 2011 - Jul 2018 | 7 |
| Seaward Management LP | Boston, MA | Jan 2011 - May 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
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Total Assets Under Management3,738MILLIONS
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Total Number of Accounts1,765ACCOUNTS
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Average Account Value$2,117,734
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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