Unclaimed Profile

John Robert Porter

SEAWARD MANAGEMENT LIMITED PARTNERSHIP·BOSTON, Massachusetts

Series 65Clean record12 years registeredSEAWARD MANAGEMENT LIMITED PARTNERSHIP

265 FRANKLIN ST, BOSTON, MA 02110-3199CRD# 6273857Firm CRD# 105058

Profile Verification

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

Identity

John Robert Porter · BOSTON, MA

Registration

CRD #6273857 · SEAWARD MANAGEMENT LIMITED PARTNERSHIP · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SEAWARD MANAGEMENT LIMITED PARTNERSHIP

SEAWARD MANAGEMENT

May 2014 – Aug 2016

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 23, 2014

Years registered · 12

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 Robert Porter offer?

John Robert Porter specializes in Financial Planning, Investment Management, Wealth Management.

What are John Robert Porter's credentials?

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

Where is John Robert Porter located?

John Robert Porter is based in BOSTON, Massachusetts, last registered with SEAWARD MANAGEMENT LIMITED PARTNERSHIP.

How does John Robert Porter charge for services?

John Robert Porter'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 SEAWARD MANAGEMENT LIMITED PARTNERSHIP?

SEAWARD MANAGEMENT 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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