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Elliot Bruce Herman

PRW WEALTH MANAGEMENT LLC·QUINCY, Massachusetts
Unclaimed Profile
1 PINE HILL DRIVE, QUINCY, MA 02169CRD# 2368790Firm CRD# 284669
01

About

Elliot Bruce Herman is a registered financial advisor based in QUINCY, Massachusetts, affiliated with PRW WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
PRW WEALTH MANAGEMENT LLC
PRW WEALTH MANAGEMENT LLC
AUM
$512M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at PRW WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2368790
Firm CRD# 284669
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elliot Bruce Herman offer?
Elliot Bruce Herman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in QUINCY, Massachusetts for a consultation.
What are Elliot Bruce Herman's credentials?
Elliot Bruce Herman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elliot Bruce Herman located?
Elliot Bruce Herman is based in QUINCY, Massachusetts, working with PRW WEALTH MANAGEMENT LLC. Their office serves clients in the QUINCY metropolitan area and surrounding communities.
How does Elliot Bruce Herman charge for services?
Elliot Bruce Herman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRW WEALTH MANAGEMENT LLC?
PRW WEALTH MANAGEMENT LLC has approximately 13 employees and manages $512M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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