Unclaimed Profile

John Gerard Bratschi

PRIO WEALTH LIMITED PARTNERSHIP·BOSTON, Massachusetts

Series 6, Series 26, Series 63, Series 65Clean record24 years registeredPRIO WEALTH LIMITED PARTNERSHIP

FRANKLIN STREET, BOSTON, MA 02110CRD# 1966087Firm CRD# 105058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Gerard Bratschi · BOSTON, MA

Registration

CRD #1966087 · PRIO WEALTH LIMITED PARTNERSHIP · 24 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Jan 2025 – present

PRIO WEALTH LP

Mar 2002 – Feb 2025

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · March 28, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIO WEALTH LIMITED PARTNERSHIP

CRD 105058 · SEC 801-31805

AUM

$3.7B

Regulatory assets under management

Employees

1,765 client accounts

Services offered by PRIO WEALTH LIMITED PARTNERSHIP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRIO WEALTH LIMITED PARTNERSHIP →

Introduction

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Frequently Asked Questions

What services does John Gerard Bratschi offer?

John Gerard Bratschi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are John Gerard Bratschi's credentials?

John Gerard Bratschi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Gerard Bratschi located?

John Gerard Bratschi is based in BOSTON, Massachusetts, working with PRIO WEALTH LIMITED PARTNERSHIP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does John Gerard Bratschi charge for services?

John Gerard Bratschi's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIO WEALTH LIMITED PARTNERSHIP?

PRIO WEALTH LIMITED PARTNERSHIP has approximately 28 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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