Unclaimed Profile

Samuel James Conte

MASSACHUSETTS WEALTH MANAGEMENT, LLC·NORTH ANDOVER, Massachusetts

Series 6, Series 7, Series 24, Series 63, Series 66Clean record20 years registeredMASSACHUSETTS 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 · 20 years registered

Brand Profile

Not yet started

Career History

MASSACHUSETTS WEALTH MANAGEMENT, LLC

Jan 2012 – present

ANDOVER EQUITY ASSOCIATES

Jan 2009 – Jan 2012

ANDOVER, MA

MASSACHUSETTS WEALTH MANAGEMENT, INC

Sep 2006 – Dec 2007

ANDOVER, MA

LPL FINANCIAL CORPORATION

May 2006 – Sep 2008

ANDOVER, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · May 23, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MASSACHUSETTS WEALTH MANAGEMENT, LLC

CRD 160235 · SEC 801-112083

AUM

$227M

Regulatory assets under management

Employees

447 client accounts

Services offered by MASSACHUSETTS WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MASSACHUSETTS WEALTH MANAGEMENT, LLC →

Introduction

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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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