Unclaimed Profile

Kerry Paul Falco

WESTON FINANCIAL GROUP INC·WELLESLEY, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 28, Series 63, Series 65Clean record28 years registeredWESTON FINANCIAL GROUP INC

100 WILLIAM ST, WELLESLEY, MA 02481CRD# 2022848Firm CRD# 110407

Profile Verification

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

Identity

Kerry Paul Falco · WELLESLEY, MA

Registration

CRD #2022848 · WESTON FINANCIAL GROUP INC · 28 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Jun 2019 – present

WESTON FINANCIAL

Apr 1998 – Jun 2019

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 28

Series 63

Series 65

Registration record

First registered · April 21, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WASHINGTON TRUST ADVISORS, INC.

CRD 110407 · SEC 801-18403

AUM

$1.9B

Regulatory assets under management

Employees

1,414 client accounts

Services offered by WASHINGTON TRUST ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WASHINGTON TRUST ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Kerry Paul Falco offer?

Kerry Paul Falco specializes in Financial Planning, Investment Management. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are Kerry Paul Falco's credentials?

Kerry Paul Falco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kerry Paul Falco located?

Kerry Paul Falco is based in WELLESLEY, Massachusetts, working with WESTON FINANCIAL GROUP INC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.

How does Kerry Paul Falco charge for services?

Kerry Paul Falco'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 WESTON FINANCIAL GROUP INC?

WESTON FINANCIAL GROUP INC has approximately 19 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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