PRIO Wealth Limited Partnership
Legal Name: PRIO WEALTH LIMITED PARTNERSHIP
Full Contact Details
Other Info
PRIO Wealth Limited Partnership is legally known as PRIO WEALTH LIMITED PARTNERSHIP. It is a MA Limited Partnership. This firm has 23 employees, of which 11 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 18, 1988.

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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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