Unclaimed Profile

Joseph Peter Rigali

GW & WADE, LLC·WELLESLEY, Massachusetts

SIE, Series 7, Series 63Clean record32 years registeredGW & WADE, LLC

93 WORCESTER STREET, WELLESLEY, MA 02481CRD# 1961498Firm CRD# 105394

Profile Verification

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

Identity

Joseph Peter Rigali · WELLESLEY, MA

Registration

CRD #1961498 · GW & WADE, LLC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GW & WADE, LLC

GW & WADE, LLC

Apr 1994 – May 2018

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · April 14, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GW & WADE, LLC

CRD 105394 · SEC 801-27292

AUM

$8.9B

Regulatory assets under management

Employees

11,861 client accounts

Services offered by GW & WADE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GW & WADE, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Peter Rigali offer?

Joseph Peter Rigali specializes in Financial Planning, Investment Management, Wealth Management.

What are Joseph Peter Rigali's credentials?

Joseph Peter Rigali is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Peter Rigali located?

Joseph Peter Rigali is based in WELLESLEY, Massachusetts, last registered with GW & WADE, LLC.

How does Joseph Peter Rigali charge for services?

Joseph Peter Rigali's firm is compensated through percentage of aum, subscription fees, commissions, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GW & WADE, LLC?

GW & WADE, LLC has approximately 87 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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