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Stephen Gabriel Dacosta

WESTON FINANCIAL GROUP INC·WELLESLEY, Massachusetts
SIE, Series 28, Series 99TOClean recordWESTON FINANCIAL GROUP INC
100 WILLIAM ST, WELLESLEY, MA 02481CRD# 4314609Firm CRD# 110407

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Gabriel Dacosta · WELLESLEY, MA
Registration
CRD #4314609 · WESTON FINANCIAL GROUP INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 28
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WASHINGTON TRUST ADVISORS, INC.
CRD 110407 · SEC 801-18403
AUM
$1.9B
Regulatory assets under management
Employees
19
1,414 client accounts
Services offered by WASHINGTON TRUST ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WASHINGTON TRUST ADVISORS, INC. →
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Frequently Asked Questions

What services does Stephen Gabriel Dacosta offer?
Stephen Gabriel Dacosta specializes in Financial Planning, Investment Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Stephen Gabriel Dacosta's credentials?
Stephen Gabriel Dacosta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Gabriel Dacosta located?
Stephen Gabriel Dacosta 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 Stephen Gabriel Dacosta charge for services?
Stephen Gabriel Dacosta'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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Other Advisors at WESTON FINANCIAL GROUP INC

John Whipple Filoon
WELLESLEY, MA
Ronald Anthony Sugameli
WELLESLEY, MA
Olalekan Adeduji
WELLESLEY, MA
Kerry Paul Falco
WELLESLEY, MA
Maria Anna Staffiere
WELLESLEY, MA
Kimberly Irene Mccarthy
WELLESLEY, MA

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Nearby cities in Massachusetts
BOSTON (1000)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
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Research
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