Unclaimed Profile

Robert Francis Bodio

GW & WADE, LLC·WELLESLEY, Massachusetts

SIE, Series 7, Series 66Clean record28 years registeredGW & WADE, LLC

93 WORCESTER STREET, WELLESLEY, MA 02481CRD# 2937621Firm CRD# 105394

Profile Verification

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

Identity

Robert Francis Bodio · WELLESLEY, MA

Registration

CRD #2937621 · GW & WADE, LLC · 28 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Mar 2024 – present

GW & WADE, LLC

Aug 1998 – Mar 2024

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 12, 1998

Years registered · 28

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 Robert Francis Bodio offer?

Robert Francis Bodio specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are Robert Francis Bodio's credentials?

Robert Francis Bodio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Francis Bodio located?

Robert Francis Bodio is based in WELLESLEY, Massachusetts, working with GW & WADE, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.

How does Robert Francis Bodio charge for services?

Robert Francis Bodio'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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