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Maria Anna Staffiere

WESTON FINANCIAL GROUP INC·WELLESLEY, Massachusetts
Unclaimed Profile
100 WILLIAM ST, WELLESLEY, MA 02481CRD# 1108337Firm CRD# 110407
01

About

Maria Anna Staffiere is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with WESTON FINANCIAL GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
WASHINGTON TRUST ADVISORS, INC.
WASHINGTON TRUST ADVISORS
AUM
$1.9B
Regulatory assets under management
Employees
19
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1108337
Firm CRD# 110407
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Maria Anna Staffiere offer?
Maria Anna Staffiere specializes in Financial Planning, Investment Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Maria Anna Staffiere's credentials?
Maria Anna Staffiere is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maria Anna Staffiere located?
Maria Anna Staffiere 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 Maria Anna Staffiere charge for services?
Maria Anna Staffiere'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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