Bristol Wealth Group
Firm details
- Headquarters
- Taunton, Massachusetts
- CRD number
- 330145
- Registered since
- May 16, 2024
- Website
- www.bristolcountysavings.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI49.19%
- Individuals30.47%
- Corporations / Businesses7.78%
- State / Municipal Government7.43%
- Charitable Organizations4.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bristol Wealth Group is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management across retail and business/institutional segments. Its compensation model includes asset-based fees alongside hourly and fixed-fee engagements. Bristol Wealth Group also operates as an insurance broker and maintains an affiliation with a banking or thrift institution. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Advisory coverage spans individuals and small businesses through to business and institutional portfolios, with discretionary management being a core offering.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds36%
- Exchange Traded Equities16%
- US Government Bonds14%
- State & Local Bonds13%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2
Louis Ricciardi
President, Chief Executive OfficerCRD 1010465
Dean Larabee
Chief Operating Officer and Chief Compliance OfficerCRD 2932134
Contacts
3 of 4
Carl Begin
Senior Vice President and DirectorCRD 3048768
Connor Russ
Vice PresidentCRD 7439679
Melyna Young
Registered Client Services ManagerCRD 7418485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$373M in ETFs
61%
$228M
27%
$145M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $48.9M | 65,342 | 13.13% |
Location
Taunton, MA
Bristol
Location
Taunton, MA
Headquartered in Taunton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 35 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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