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WINGATE WEALTH ADVISORS, INC.
WINGATE WEALTH ADVISORS, INC.
LEXINGTON, Massachusetts
·
8 registered advisors
·
CRD# 105012
SEC# 801-28664
0
781-862-7100
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
26
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WINGATE WEALTH ADVISORS, INC.
8 registered advisors
Arthur Felix Vonderlinden
LEXINGTON, Massachusetts
CRD# 455606
Gary Douglas Pomerantz
LEXINGTON, Massachusetts
CRD# 4757495
Jeffrey Hayden White
LEXINGTON, Massachusetts
CRD# 465128
John Casimir Slupski
LEXINGTON, Massachusetts
CRD# 4525266
Mark Francis Greco
LEXINGTON, Massachusetts
CRD# 868201
Matthew Allan Lasker
LEXINGTON, Massachusetts
CRD# 4416523
Richard Carl Byron
LEXINGTON, Massachusetts
CRD# 6572262
Richard Snell Hayes
LEXINGTON, Massachusetts
CRD# 1806668
05
Office Locations
LEXINGTON, Massachusetts
8 advisors
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Data sourced from SEC Form ADV filings. WINGATE WEALTH ADVISORS, INC. (CRD# 105012) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.