Unclaimed Profile

Jennifer K Votano

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC·WELLESLEY, Massachusetts

Clean record24 years registeredNEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

36 WASHINGTON STREET, SUITE 395, WELLESLEY, MA 02481-1922CRD# 4553168Firm CRD# 133790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer K Votano · WELLESLEY, MA

Registration

CRD #4553168 · NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

RWA WEALTH PARTNERS

Nov 2025 – present

CITIZENS PRIVATE WEALTH

Nov 2021 – Sep 2025

BOSTON, MA

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

Jul 2007 – Oct 2021

WELLESLEY, MA

PALMERDODGE ADVISORS LLC

Feb 2004 – Apr 2005

BOSTON, MA

LONG WHARF INVESTORS

Apr 2002 – Feb 2004

BOSTON, MA

Registrations & Exams

Registration record

First registered · April 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

CRD 133790 · SEC 801-63830

AUM

$2.7B

Regulatory assets under management

Employees

2,742 client accounts

Services offered by NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer K Votano offer?

Jennifer K Votano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are Jennifer K Votano's credentials?

Jennifer K Votano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer K Votano located?

Jennifer K Votano is based in WELLESLEY, Massachusetts, working with NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.

How does Jennifer K Votano charge for services?

Jennifer K Votano'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 NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC?

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC has approximately 18 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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