Boston Private Wealth LLC
Legal Name: BOSTON PRIVATE WEALTH LLC
Full Contact Details
Boston Private Wealth LLC
ONE FEDERAL STREET, 30TH FLOOR, BOSTON, MA
617-223-0200
617-502-9422
Other Info
Boston Private Wealth LLC is a reputable financial firm based in Massachusetts, and is legally known as BOSTON PRIVATE WEALTH LLC. It has 133 employees, with 72 of those in advisory roles, providing clients with top-tier financial advice. Though the number of clients served is unknown, the firm's SEC status is listed as Approved, with a registration date of Oct 2, 2014, indicating its compliance with regulatory standards.
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Direct Owners
-
ADRIAN NMN KETRI
CHIEF COMPLIANCE OFFICER owns less than 5%
-
ANTHONY NMN DECHELLIS
MANAGER owns less than 5%
-
BOSTON PRIVATE BANK & TRUST COMPANY
MEMBER owns 75% or more
-
PAUL MICHAEL SIMONS
PRESIDENT owns less than 5%
-
SHANNON LEIGH SACCOCIA
CHIEF INVESTMENT OFFICER owns less than 5%
-
STEVEN MICHAEL GAVEN
CHIEF FINANCIAL OFFICER owns less than 5%
-
THOMAS KENNETH ANDERSON
CHIEF OPERATING OFFICER owns less than 5%
-
ROBERT KARL ROSS
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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BOSTON PRIVATE FINANCIAL HOLDINGS, INC.
100% OWNER owns 75% or more
Firms Located Nearby
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News
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