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Lori Ann Colella

FAIRFIELD FINANCIAL ADVISORS LTD·WELLESLEY, Massachusetts
Clean recordFAIRFIELD FINANCIAL ADVISORS LTD
THE WELLESLEY OFFICE PARK, WELLESLEY, MA 02481CRD# 5030647Firm CRD# 106408

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lori Ann Colella · WELLESLEY, MA
Registration
CRD #5030647 · FAIRFIELD FINANCIAL ADVISORS LTD
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lori Ann Colella is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with FAIRFIELD FINANCIAL ADVISORS LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FAIRFIELD FINANCIAL ADVISORS LTD
FAIRFIELD FINANCIAL ADVISORS
AUM
$302M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FAIRFIELD FINANCIAL ADVISORS LTD →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5030647
Firm CRD# 106408
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lori Ann Colella offer?
Lori Ann Colella specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Lori Ann Colella's credentials?
Lori Ann Colella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Ann Colella located?
Lori Ann Colella is based in WELLESLEY, Massachusetts, working with FAIRFIELD FINANCIAL ADVISORS LTD. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Lori Ann Colella charge for services?
Lori Ann Colella'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 FAIRFIELD FINANCIAL ADVISORS LTD?
FAIRFIELD FINANCIAL ADVISORS LTD has approximately 4 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FAIRFIELD FINANCIAL ADVISORS LTD

Jane Virginia King
WELLESLEY, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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