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PRIO WEALTH LIMITED PARTNERSHIP
PRIO WEALTH LIMITED PARTNERSHIP
PRIO WEALTH LP
BOSTON, Massachusetts
·
8 registered advisors
·
CRD# 105058
SEC# 801-31805
0
617-224-1900
01
Firm Overview
AUM
$3.7B
Regulatory assets under management
Employees
28
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PRIO WEALTH LIMITED PARTNERSHIP
8 registered advisors
Christopher Thorp Barrow
BOSTON, Massachusetts
CRD# 13635
Jeffrey J St. Mary
BOSTON, Massachusetts
CRD# 5125730
John Gerard Bratschi
BOSTON, Massachusetts
CRD# 1966087
John Robert Porter
BOSTON, Massachusetts
CRD# 6273857
Kelly Anne Morgan
BOSTON, Massachusetts
CRD# 1191087
Roger Dean Scoville
BOSTON, Massachusetts
CRD# 2686812
Stephen Reinhold Petersen
BOSTON, Massachusetts
CRD# 6286739
Thomas Frederic Woodhouse
BOSTON, Massachusetts
CRD# 2600569
05
Office Locations
BOSTON, Massachusetts
8 advisors
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Data sourced from SEC Form ADV filings. PRIO WEALTH LIMITED PARTNERSHIP (CRD# 105058) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.