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Wingate Wealth Advisors, Inc. financial advisors in Massachusetts
Every SEC-registered investment adviser representative at a Wingate Wealth Advisors, Inc. office in Massachusetts, by city and A to Z.
The short answer
12 registered advisors work at Wingate Wealth Advisors, Inc. in Massachusetts, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in Lexington (12). 7 list the CFP designation and 0 are also registered broker representatives.
Wingate Wealth Advisors, Inc. advisors by city in Massachusetts
Every firm in Massachusetts →Wingate Wealth Advisors, Inc. advisors in Massachusetts, A to Z
Search by name →- Christopher J. BekelLexington · Certified Financial Planner
- Lianna A. DepreyLexington
- Teofilo O. FerreiraLexington · Certified Financial Planner
- Peter FraileyLexington
- Carol M. KhouriLexington · Certified Financial Planner
- Matthew A. LaskerLexington
- Carol R. NewmanLexington
- Gary D. PomerantzLexington · Certified Financial Planner
- Jason SikorskiLexington · Certified Financial Planner
- John C. Slupski IIILexington · Certified Financial Planner
- Cara A. WhipkeyLexington
- Jeffrey H. WhiteLexington · Certified Financial Planner, Chartered Financial Consultant
Wingate Wealth Advisors, Inc. advisors in every state →Wingate Wealth Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Wingate Wealth Advisors, Inc. financial advisors are in Massachusetts?
12 investment adviser representatives are registered at Wingate Wealth Advisors, Inc. offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in Massachusetts does Wingate Wealth Advisors, Inc. have the most advisors?
Lexington, with 12. Wingate Wealth Advisors, Inc. has advisors in 1 city in Massachusetts.
How do I check a Wingate Wealth Advisors, Inc. advisor in Massachusetts?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wingate Wealth Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.