Unclaimed Profile

Kristine Marie Porcaro

LEXINGTON WEALTH MANAGEMENT, INC.·LEXINGTON, Massachusetts

Series 6, Series 63, Series 65Clean record27 years registeredLEXINGTON WEALTH MANAGEMENT, INC.

12 WALTHAM STREET, LEXINGTON, MA 02421CRD# 2458485Firm CRD# 135507

Profile Verification

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

Identity

Kristine Marie Porcaro · LEXINGTON, MA

Registration

CRD #2458485 · LEXINGTON WEALTH MANAGEMENT, INC. · 27 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Oct 2019 – present

LEXINGTON WEALTH MANAGEMENT, INC.

Jun 2005 – Dec 2019

LEXINGTON, MA

LEXINGTON/BRIDGEWATER WEALTH MANAGEMENT, LLC

Oct 2004 – Nov 2005

LEXINGTON, MA

LEXINGTON ADVISORS

Oct 1998 – Dec 2004

LEXINGTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · October 22, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEXINGTON WEALTH MANAGEMENT, INC.

CRD 135507 · SEC 801-64329

AUM

$929M

Regulatory assets under management

Employees

2,152 client accounts

Services offered by LEXINGTON WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LEXINGTON WEALTH MANAGEMENT, INC. →

Introduction

Speak with Kristine

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kristine is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LEXINGTON?

Browse all registered financial advisors in LEXINGTON, Massachusetts or claim this profile if it's yours.

Browse LEXINGTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kristine Marie Porcaro offer?

Kristine Marie Porcaro specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Massachusetts for a consultation.

What are Kristine Marie Porcaro's credentials?

Kristine Marie Porcaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristine Marie Porcaro located?

Kristine Marie Porcaro is based in LEXINGTON, Massachusetts, working with LEXINGTON WEALTH MANAGEMENT, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Kristine Marie Porcaro charge for services?

Kristine Marie Porcaro's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEXINGTON WEALTH MANAGEMENT, INC.?

LEXINGTON WEALTH MANAGEMENT, INC. has approximately 18 employees and manages $929M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →