Boston Private Wealth LLC
Nom légal: BOSTON PRIVATE WEALTH LLC
Coordonnées complètes
Boston Private Wealth LLC
ONE FEDERAL STREET, 30TH FLOOR, BOSTON, MA
617-223-0200
617-502-9422
Autre info
Boston Private Wealth LLC est une entreprise financière de renom basée dans le Massachusetts, et est légalement connue sous le nom de BOSTON PRIVATE WEALTH LLC. Elle compte 133 employés, dont 72 dans des postes de conseil, fournissant à ses clients des conseils financiers de premier ordre. Bien que le nombre de clients servis soit inconnu, le statut SEC de l'entreprise est répertorié comme approuvé, avec une date d'enregistrement du 2 octobre 2014, indiquant sa conformité aux normes réglementaires.
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Propriétaires directs
-
ADRIAN NMN KETRI
CHIEF COMPLIANCE OFFICER possède Moins de 5%
-
ANTHONY NMN DECHELLIS
MANAGER possède Moins de 5%
-
BOSTON PRIVATE BANK & TRUST COMPANY
MEMBER possède 75% ou plus
-
PAUL MICHAEL SIMONS
PRESIDENT possède Moins de 5%
-
SHANNON LEIGH SACCOCIA
CHIEF INVESTMENT OFFICER possède Moins de 5%
-
STEVEN MICHAEL GAVEN
CHIEF FINANCIAL OFFICER possède Moins de 5%
-
THOMAS KENNETH ANDERSON
CHIEF OPERATING OFFICER possède Moins de 5%
-
ROBERT KARL ROSS
CHIEF COMPLIANCE OFFICER possède Moins de 5%
Propriétaires indirects
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BOSTON PRIVATE FINANCIAL HOLDINGS, INC.
100% OWNER possède 75% ou plus
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Nouvelles
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