NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

WELLESLEY, Massachusetts·5 registered advisors·CRD# 133790
SEC# 801-638301781-416-1700
01

Firm Overview

AUM
$2.7B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

5 registered advisors
Beth Heidi Rapaport
WELLESLEY, Massachusetts
Ira Gene Rapaport
WELLESLEY, Massachusetts
Jennifer K Votano
WELLESLEY, Massachusetts
Matthew Sean Maclachlan
WELLESLEY, Massachusetts
Melissa Griffin Boccaci
WELLESLEY, Massachusetts
05

Office Locations

WELLESLEY, Massachusetts
5 advisors

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Data sourced from SEC Form ADV filings. NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC (CRD# 133790) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.