CONGRESS WEALTH MANAGEMENT LLC

BOSTON, Massachusetts·2 registered advisors·CRD# 149446

SEC# 801-699884(617) 428-7600

01

Firm Overview

AUM

$2.3B

Regulatory assets under management

Employees

27

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Retirement Planning Wealth Management

04

Advisors at CONGRESS WEALTH MANAGEMENT LLC

2 registered advisors

Jennifer Rice Gates

BOSTON, Massachusetts

Peter Christian Andersen

BOSTON, Massachusetts

05

Office Locations

BOSTON, Massachusetts

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Data sourced from SEC Form ADV filings. CONGRESS WEALTH MANAGEMENT LLC (CRD# 149446) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.