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Sandro Gelfusa

SAVIOR LLC·WELLESLEY, Massachusetts
Unclaimed Profile
40 WASHINGTON STREET, WELLESLEY, MA 02481CRD# 4528154Firm CRD# 299178
01

About

Sandro Gelfusa is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with SAVIOR LLC. 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
SAVIOR LLC
SAVIOR WEALTH
AUM
$102M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SAVIOR LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4528154
Firm CRD# 299178
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sandro Gelfusa offer?
Sandro Gelfusa specializes in Financial Planning, Investment Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Sandro Gelfusa's credentials?
Sandro Gelfusa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandro Gelfusa located?
Sandro Gelfusa is based in WELLESLEY, Massachusetts, working with SAVIOR LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Sandro Gelfusa charge for services?
Sandro Gelfusa's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAVIOR LLC?
SAVIOR LLC has approximately 5 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WELLESLEY
Sandy M Capobianco — SAVIOR LLCJohn Michael Phelps — THE RELAXING RETIREMENT COACH, INC.John Whipple Filoon — WESTON FINANCIAL GROUP INCRoger William Wade — GW & WADE, LLCMary Jule Guilfoile — BEACON ENERGY INVESTORS II, L.P.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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