Congress Wealth Management LLC
Legal Name: CONGRESS WEALTH MANAGEMENT LLC
Full Contact Details
Congress Wealth Management LLC
250 NORTHERN AVENUE, SUITE 310, BOSTON, MA
(617) 428-7600
(617) 428-7699
Other Info
Congress Wealth Management LLC, a Massachusetts-based limited liability company, employs 22 individuals, 12 of whom are advisors. The number of clients they serve is undisclosed. The company's latest SEC status is listed as Approved and was registered on March 5th, 2009.
Congress Wealth Management - Boston Wealth Management Firm
At Congress Wealth Management, we build real connections with our clients, crafting custom portfolios with an array of global asset classes based on your needs.
Direct Owners
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CANDACE CAVALIER
CHIEF COMPLIANCE OFFICER owns less than 5%
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HARBORVIEW PARTNERS 2012, LLC
HOLDING COMPANY PARENT owns more than 50% but less than 75%
-
KENNETH RICHARD ZANNONI
SVP owns less than 5%
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LAGAN WILDWOOD INVESTMENTS LLC
MANAGING MEMBER owns more than 25% but less than 50%
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MICHAEL WILLIAM GALVIN
PARTNER owns less than 5%
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PAUL ANDREW LONERGAN
MEMBER AND PRESIDENT owns less than 5%
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RICHARD JAMES BARRETT
CHIEF INVESTMENT OFFICER owns more than 5% but less than 10%
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RICHARD JAMES VILLIOTTE
CHIEF OPERATING OFFICER owns less than 5%
Indirect Owners
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KENNETH RICHARD ZANNONI
MEMBER owns more than 25% but less than 50%
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LAGAN HOLDING COMPANY TRUST
GENERAL PARTNER owns 75% or more
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PAUL ANDREW LONERGAN
MEMBER owns more than 50% but less than 75%
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RICHARD JAMES VILLIOTTE
MEMBER
Custodians
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BOSTON PRIVATE
United States -
TD AMERITRADE, INC.
United States