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Samuel James Conte

MASSACHUSETTS WEALTH MANAGEMENT, LLC·NORTH ANDOVER, Massachusetts
Unclaimed Profile
807 TURNPIKE STREET, NORTH ANDOVER, MA 01845CRD# 2341015Firm CRD# 160235
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.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2341015
Firm CRD# 160235
No disclosures on file
View on FINRA BrokerCheck →

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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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Brian Christopher Pirri — NEIRG WEALTH MANAGEMENT, LLCJeffrey David Slater — MUNICREST INVESTMENT MANAGEMENT COMPANY, LLCNicholas John Giacoumakis — NEIRG WEALTH MANAGEMENT, LLCWilliam Thomas Novelline — ABBOT FINANCIAL MANAGEMENT, INCDennis Michael Galvin — NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.
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
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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