Ropes Wealth Advisors LLC
Legal Name: ROPES WEALTH ADVISORS LLC
Full Contact Details
Ropes Wealth Advisors LLC
PRUDENTIAL TOWER, 800 BOYLSTON STREET, BOSTON, MA
617-235-4260
617-235-4261
Other Info
Ropes Wealth Advisors LLC is a Delaware-based limited liability company that has 34 employees, with 10 of them working in advisory roles. Although the number of clients they serve is unknown, their last reported SEC status is listed as "Approved" with a registration date of September 15, 2014.
Ropes Wealth Advisors
Our mission is to dedicate all of our resources toward preserving and enhancing the wealth and legacy of the families and institutions we serve.
Direct Owners
-
KRISTIN DIBARNABA FAZIO
CHIEF COMPLIANCE OFFICER owns less than 5%
-
MICHELLE ANN KNIGHT
CHIEF INVESTMENT OFFICER, CHIEF ECONOMIST owns less than 5%
-
ROBERT NEWMAN SHAPIRO
CHIEF EXECUTIVE OFFICER owns less than 5%
-
ROPES & GRAY LLP
SOLE MEMBER owns 75% or more
Firms Located Nearby
- Sverica Capital Management LP
- Appleton Partners Inc
- Baystate Wealth Management LLC
- Fidelity Investments Money Management Inc
- Falcon Investment Advisors LLC
- AEW Capital Management LP
- Manulife Asset Management US LLC
- Spring Lake Equity GP LLC
- Castine Capital Management LLC
- Nutter Investment Advisors Limited Partnership
Top Holdings
- Apple Inc $13,703k
- Amazon.com Inc $8,400k
- ADP $5,388k
- 3M CO $4,828k
- Berkshire Hathaway, Inc. $4,441k
- ABBOTT LABS $4,021k
- AIR PRODS & CHEMS INC $3,900k
- ALPHABET INC $3,430k
- ABBVIE INC $3,069k
- Boeing Co/The $3,003k