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John Christopher Wilmerding

THAYER PARTNERS LLC·WESTWOOD, Massachusetts
Series 7, Series 66Clean record17 years registeredTHAYER PARTNERS LLC
100 HIGH STREET, WESTWOOD, MA 02090CRD# 1944701Firm CRD# 290734

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Christopher Wilmerding · WESTWOOD, MA
Registration
CRD #1944701 · THAYER PARTNERS LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

THAYER PARTNERS LLC
Jan 2018 – present
COMMONWEALTH FINANCIAL NETWORK
Jan 2012 – Mar 2018
WESTWOOD, MA
UBS FINANCIAL SERVICES INC.
Jul 2009 – Jan 2012
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 6, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JOHN CHRISTOPHER WILMERDING
CRD 290734 · SEC 801-118392
AUM
$295M
Regulatory assets under management
Employees
7
316 client accounts
Services offered by JOHN CHRISTOPHER WILMERDING
Per Form ADV
Financial planning
Portfolio management (individuals)
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 JOHN CHRISTOPHER WILMERDING →
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05

Frequently Asked Questions

What services does John Christopher Wilmerding offer?
John Christopher Wilmerding specializes in Financial Planning, Investment Management. Contact their office in WESTWOOD, Massachusetts for a consultation.
What are John Christopher Wilmerding's credentials?
John Christopher Wilmerding is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Christopher Wilmerding located?
John Christopher Wilmerding is based in WESTWOOD, Massachusetts, working with THAYER PARTNERS LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.
How does John Christopher Wilmerding charge for services?
John Christopher Wilmerding's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THAYER PARTNERS LLC?
THAYER PARTNERS LLC has approximately 7 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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