GW & WADE, LLC

WELLESLEY, Massachusetts·18 registered advisors·CRD# 105394
SEC# 801-272925(781) 239-1188
01

Firm Overview

AUM
$8.9B
Regulatory assets under management
Employees
87
Total firm employees
Advisors
18
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Commissions
Other: 12B-1 FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GW & WADE, LLC

18 registered advisors
Christopher John Kenny Dolan
WELLESLEY, Massachusetts
Cortina S Delpleche
WELLESLEY, Massachusetts
Darren Michael Norton
WELLESLEY, Massachusetts
David Lawrence Brodsky
WELLESLEY, Massachusetts
Eric Herd Rosenberg
WELLESLEY, Massachusetts
Gene Edward Sinclair
WELLESLEY, Massachusetts
Gerald Anthony Polcari
WELLESLEY, Massachusetts
Heather Schirmer Mahoney
WELLESLEY, Massachusetts
John Stephen Murray
WELLESLEY, Massachusetts
Joseph Peter Rigali
WELLESLEY, Massachusetts
Matthew George Valentine
WELLESLEY, Massachusetts
Michael Harold Glor
WELLESLEY, Massachusetts
Neil Lawrence Goldberg
WELLESLEY, Massachusetts
Philip Perry Jameson
WELLESLEY, Massachusetts
Robert Francis Bodio
WELLESLEY, Massachusetts
Robert James Emens
WELLESLEY, Massachusetts
Roger William Wade
WELLESLEY, Massachusetts
Timothy Pinch
WELLESLEY, Massachusetts
05

Office Locations

WELLESLEY, Massachusetts
18 advisors

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Data sourced from SEC Form ADV filings. GW & WADE, LLC (CRD# 105394) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.