AdvisorOS Directory
Claim Profile
Unclaimed Profile
MB

Melissa Griffin Boccaci

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC·WELLESLEY, Massachusetts
Series 6, Series 7, Series 63Clean record19 years registeredNEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
36 WASHINGTON STREET, SUITE 280, WELLESLEY, MA 02481-1922CRD# 4555001Firm CRD# 133790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Griffin Boccaci · WELLESLEY, MA
Registration
CRD #4555001 · NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
Jul 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · July 2, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
CRD 133790 · SEC 801-63830
AUM
$2.7B
Regulatory assets under management
Employees
18
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

Speak with Melissa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Melissa is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WELLESLEY?

Browse all registered financial advisors in WELLESLEY, Massachusetts or claim this profile if it's yours.

Browse WELLESLEY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Melissa Griffin Boccaci offer?
Melissa Griffin Boccaci specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Melissa Griffin Boccaci's credentials?
Melissa Griffin Boccaci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Griffin Boccaci located?
Melissa Griffin Boccaci 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 Melissa Griffin Boccaci charge for services?
Melissa Griffin Boccaci'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

Ira Gene Rapaport
WELLESLEY, MA
Jennifer K Votano
WELLESLEY, MA

More Advisors in WELLESLEY, Massachusetts

William Hamilton Wrean
SACAJAWEA & CO, LLP·WELLESLEY, MA
David Jay Morton
KATAMA GP LLC·WELLESLEY, MA
Jane Virginia King
FAIRFIELD FINANCIAL ADVISORS LTD·WELLESLEY, MA
Gerald Anthony Polcari
GW & WADE, LLC·WELLESLEY, MA
Mark Henry Fiskio
EMPIRICAL ASSET MANAGEMENT, LLC·WELLESLEY, MA
Neil Lawrence Goldberg
GW & WADE, LLC·WELLESLEY, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
BOSTON GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile