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Samuel James Conte

MASSACHUSETTS WEALTH MANAGEMENT, LLC·NORTH ANDOVER, Massachusetts
Clean recordMASSACHUSETTS WEALTH MANAGEMENT, LLC
807 TURNPIKE STREET, NORTH ANDOVER, MA 01845CRD# 2341015Firm CRD# 160235

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel James Conte · NORTH ANDOVER, MA
Registration
CRD #2341015 · MASSACHUSETTS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Samuel James Conte is a registered financial advisor based in NORTH ANDOVER, Massachusetts, affiliated with MASSACHUSETTS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MASSACHUSETTS WEALTH MANAGEMENT, LLC
MASSACHUSETTS WEALTH MANAGEMENT, LLC
AUM
$227M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MASSACHUSETTS WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2341015
Firm CRD# 160235
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Samuel James Conte offer?
Samuel James Conte specializes in Investment Management, Fee-Only Advisory. Contact their office in NORTH ANDOVER, Massachusetts for a consultation.
What are Samuel James Conte's credentials?
Samuel James Conte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel James Conte located?
Samuel James Conte is based in NORTH ANDOVER, Massachusetts, working with MASSACHUSETTS WEALTH MANAGEMENT, LLC. Their office serves clients in the NORTH ANDOVER metropolitan area and surrounding communities.
How does Samuel James Conte charge for services?
Samuel James Conte's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASSACHUSETTS WEALTH MANAGEMENT, LLC?
MASSACHUSETTS WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
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Research
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