Teresa Samperi, financial advisor Boston MA
93 score

Teresa Samperi

CRD Number: 5511921
Current Firm: Boston Advisors, LLC

Teresa Samperi (CRD# 5511921) is an Investment Advisor Representative working at Boston Advisors, LLC in Boston, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Boston Advisors, LLC Boston, MA Oct 2016 - Current 1
Weyland Capital Management LLC Portsmouth, NH Jan 2010 - Sep 2016 6
Weyland Financial Group LLC Portsmouth, NH Oct 2007 - Jan 2010 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Teresa M. Samperi
Phone Number: 617-348-3100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,756
    MILLIONS
  • Total Number of Accounts
    1,388
    ACCOUNTS
  • Average Account Value
    $3,426,512
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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