Weston Financial Group Inc
Legal Name: WESTON FINANCIAL GROUP INC
Full Contact Details
Weston Financial Group Inc
100 WILLIAM ST, SUITE 200, WELLESLEY, MA
781-235-7055
781-235-1905
Other Info
WESTON FINANCIAL GROUP INC is a Massachusetts-based company that employs 16 individuals, of which 10 occupy advisory positions. The firm's clientele consists of 766 clients, and its registration status with the SEC is approved, dating back to Feb 11, 1983.
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Direct Owners
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EDWARD OTIS HANDY
DIRECTOR owns less than 5%
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KATHLEEN ANNE RYAN
EXECUTIVE MANAGING DIRECTOR, DIRECTOR owns less than 5%
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KATHLEEN ANNE RYAN
PRESIDENT owns less than 5%
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MARK KENYON WEVER GIM
DIRECTOR owns less than 5%
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MARK THOMAS KELLY
PRINCIPAL FINANCIAL COUNSELOR, CLIENT SERVICE MANAGER owns less than 5%
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NICOLE MARIE TREMBLAY
CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, SECRETARY owns less than 5%
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NICOLE MARIE TREMBLAY
DIRECTOR owns less than 5%
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RONALD STEPHEN OHSBERG
DIRECTOR, TREASURER owns less than 5%
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THE WASHINGTON TRUST COMPANY, OF WESTERLY
PARENT COMPANY owns 75% or more
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