PRIO Wealth Limited Partnership
Legal Name: PRIO WEALTH LIMITED PARTNERSHIP
Full Contact Details
PRIO Wealth Limited Partnership
265 FRANKLIN STREET, 20TH FLOOR, BOSTON, MA
617-224-1900
617-224-1910
Other Info
PRIO Wealth Limited Partnership is a reputable MA Limited Partnership with 23 employees, 11 of which perform advisory roles, delivering specialist wealth management services to two valued clients. This SEC approved company has been registered since March 18, 1988, and continues to provide its clients with exceptional financial advice.
Home | Prio Wealth Management
What’s Your Priority? Prio Wealth provides wealth management and investment advisory solutions for individuals, families, endowments, and not-for-profit organizations. Our mission is to guide our clients in prioritizing not only what they are invested in, but also what they are investing for, so t…
Direct Owners
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JEFFREY J ST. MARY
LIMITED PARTNER & MANAGING DIRECTOR owns more than 10% but less than 25%
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JOHN GERARD BRATSCHI
LIMITED PARTNER, & MANAGING DIRECTOR owns more than 10% but less than 25%
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KELLY ANNE MORGAN
LIMITED PARTNER & MANAGING DIRECTOR owns more than 10% but less than 25%
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MELISSA ANN MATTISON
MANAGING DIRECTOR, CCO & COO owns less than 5%
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SEAWARD MANAGEMENT BUSINESS TRUST
GENERAL PARTNER owns more than 5% but less than 10%
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STEPHEN REINHOLD PETERSEN
LIMITED PARTNER & MANAGING DIRECTOR owns less than 5%
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THOMAS FREDERIC WOODHOUSE
LIMITED PARTNER & MANAGING DIRECTOR owns more than 10% but less than 25%
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