Unclaimed Profile

Janet Leona Bousquet

WORCESTER COUNTY FIDUCIARY ADVISORS INC·WORCESTER, Massachusetts

Clean record31 years registeredWORCESTER COUNTY FIDUCIARY ADVISORS INC

11 NORWICH STREET, WORCESTER, MA 01608-2421CRD# 4579072Firm CRD# 106653

Profile Verification

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

Identity

Janet Leona Bousquet · WORCESTER, MA

Registration

CRD #4579072 · WORCESTER COUNTY FIDUCIARY ADVISORS INC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WORCESTER COUNTY FIDUCIARY ADVISORS INC

WORCESTER ADVISORS

Feb 1995 – Nov 2021

WORCESTER, MA

Registrations & Exams

Registration record

First registered · February 10, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORCESTER COUNTY FIDUCIARY ADVISORS INC

CRD 106653 · SEC 801-47521

AUM

$48M

Regulatory assets under management

Employees

197 client accounts

Services offered by WORCESTER COUNTY FIDUCIARY ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WORCESTER COUNTY FIDUCIARY ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Janet Leona Bousquet offer?

Janet Leona Bousquet specializes in Financial Planning, Investment Management, Wealth Management.

What are Janet Leona Bousquet's credentials?

Janet Leona Bousquet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Janet Leona Bousquet located?

Janet Leona Bousquet is based in WORCESTER, Massachusetts, last registered with WORCESTER COUNTY FIDUCIARY ADVISORS INC.

How does Janet Leona Bousquet charge for services?

Janet Leona Bousquet'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 WORCESTER COUNTY FIDUCIARY ADVISORS INC?

WORCESTER COUNTY FIDUCIARY ADVISORS INC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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