AdvisorOS Directory
Claim Profile
TO

Thomas Joseph Ouellette

OUELLETTE WEALTH ADVISORY LLC·LEXINGTON, Massachusetts
Unclaimed Profile
35 BEDFORD ST, LEXINGTON, MA 02420CRD# 2393313Firm CRD# 289242
01

About

Thomas Joseph Ouellette is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with OUELLETTE WEALTH ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OUELLETTE WEALTH ADVISORY LLC
OUELLETTE WEALTH ADVISORY LLC
AUM
$179M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at OUELLETTE WEALTH ADVISORY LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2393313
Firm CRD# 289242
No disclosures on file
View on FINRA BrokerCheck →

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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Thomas Joseph Ouellette offer?
Thomas Joseph Ouellette specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Massachusetts for a consultation.
What are Thomas Joseph Ouellette's credentials?
Thomas Joseph Ouellette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Joseph Ouellette located?
Thomas Joseph Ouellette is based in LEXINGTON, Massachusetts, working with OUELLETTE WEALTH ADVISORY LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Thomas Joseph Ouellette charge for services?
Thomas Joseph Ouellette'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 OUELLETTE WEALTH ADVISORY LLC?
OUELLETTE WEALTH ADVISORY LLC has approximately 7 employees and manages $179M 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 →
Other advisors in LEXINGTON
Alan Carter Simpson — SIMPSON ALAN CARTERTorrence C. Harder — HARDER MANAGEMENT COMPANY, INC.Jonathan Owen Lachowitz — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.Alan David Lachowitz — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.Richard Fraser Seamans — SEAMANS CAPITAL MANAGEMENT, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile